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Jennifer Duncan

Financial Planner

Jennifer Duncan

Aberdeen Office, Inverurie Office,
E: jennifer.duncan@jcwealth.co.uk

Jennifer is a Financial Planner based in our Aberdeen office. She joined our Wealth team in 2013 and has been in the financial sector since 1998.

Jennifer provides advice to both private and corporate clients including business owners and works closely with other specialists. In preparing solutions her main aim is to help clients meet their life goals and objectives, thus giving them the confidence and peace of mind to focus on the important things and live their best lives.

Specialisms

  • Inheritance tax mitigation and estate planning
  • Pre and post retirement planning
  • Personal and business protection
  • Savings and investments
  • Review of existing financial planning arrangements

Expertise

Qualifications

  • DipFA

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