Our team

Duncan Fernie

Financial Planner

Dundee Office,
E: duncan.fernie@jcca.co.uk
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Duncan is a Financial Planner based in our Dundee office. He joined our Wealth team in 2023 and has been in the financial sector since 2009.

Duncan advises across all areas of financial planning.  He works closely with his clients to provide bespoke financial plans for them based on their financial circumstances, goals and objectives. The aim: to help clients understand where they can add value to their finances and for them to have confidence that they will have ongoing assistance from a financial professional to help make important decisions. Where necessary he works closely with other professionals to ensure he can build the best financial plan for his clients.

Being from St Andrews, Duncan is a keen golfer. He has a young family and enjoys spending as much time as possible with them.

Specialisms

• Review of existing financial planning arrangements
• Inheritance tax mitigation and estate planning
• Savings and investments
• Pre and post-retirement planning
• Creating actionable financial plans
• Investment Management