Testimonials

Duncan Ellis has been our family financial adviser for some twelve years. He is an impressively diligent, attentive and thoughtful advisor with a wide knowledge of investment opportunities to address our short and long term financial needs. He brings his long experience to bear in our planning discussions and is always sensitive to our risk appetite.  He has our complete trust.

My whole financial planning strategy has been built with Duncan over a period of nearly 20 years.  I’m delighted with the results which have been delivered with a spirit of professionalism, personal engagement and client commitment which it’s rare to find in this industry.

Duncan has been my financial adviser for over 15 years. He did me the greatest favour in convincing me that I could afford to retire early, since when he has more than proved himself right. He is extremely pro-active, knows his field and has always been readily available to deal with queries, cashflow and general money management.

Having consulted multiple financial advisers in the past, I have found Duncan to be outstandingly clear, helpful and reliable. He is not only skilled in his field of work but is also an excellent communicator. As a result of his advice, our family's financial planning is on a very firm footing and I would strongly recommend him.

I have worked alongside clients with Duncan for in excess of 20 years. Duncan’s technical knowledge of tax and his understanding of the realities of family life  values and estate planning and how they all interact with tax and financial products is second to none. Over the years I have worked with many competent and experienced financial advisers but Duncan is and will remain my first choice of adviser to introduce to my clients.