“William Duncan, and in particular Sandy Dargie, provide an excellent service to the Management Board and the staff of the Energy Agency – we are delighted with the superb level of service we receive covering all aspects of charity and company finance. The Energy Agency has grown over the last seventeen years to now employing 35 full time staff and the care and professional skills provided by William Duncan have been key to this growth. The staff provide accurate and helpful advice quickly and efficiently.”
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.