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Scott Duncan
Associate
Scott Duncan brings an incomparable work ethic with an astute ability to provide support in all areas of financial planning.
He ensures clients’ needs are at the heart of the process and are met with exceptional professionalism and competence. Scott is currently pursuing his Financial Planning Diploma, further strengthening his technical expertise and commitment to delivering quality advice.
With a proactive approach and genuine dedication to client success, Scott continues to build trusted relationships and contribute meaningfully to the team’s ongoing growth and excellence.
Areas of Expertise
- UK Pension Analysis, Advice, Management
- 401K Analysis, Advice, Management
- IRA Analysis, Advice, Management
- Retirement Planning
- Pension Planning
- Inheritance Tax Planning
- Tax Planning
- Tax Structuring
- International Savings & Investment Options
Regions Covered
- USA
- Europe Excluding UK
- Middle East
- Asia
- Australia
