“With Xero, I am always able to go online and get a clear view of our business finances and project cashflow, wherever I am in the country. It is amazingly quick and efficient and William Duncan’s ability to then access real time information and analyse our financial data within Xero takes it to the next level. Their professionalism and skill contribute greatly to the Xero cloud accounting system and together we are able to drive the business forward.”
WD Wealth Management
Whether you’re looking to grow or maintain the financial resources and assets you have, your money needs to be properly and responsibly managed.
Through our association with WD Wealth Management, we can help you set, review and achieve your long and short term objectives, manage and invest your funds, and balance risk with return to ensure your money is doing what you need it to.
They will support your estate planning, tax structures, pensions, property and assets, and whatever areas you need to ensure your wealth is managed responsibly to meet your specific needs.
If you have an existing portfolio or wealth management strategy, they can review it with you to make sure it continues to meet your needs and that any future products, investments and strategies are compatible.
Visit our Wealth Management Website
WD Wealth Management LTD is a division of the full William Duncan service offering. They provide bespoke wealth management solutions to both private and corporate clients covering all aspects of financial advice including, investment planning, retirement planning, tax planning as well as personal and business protection.