On Saturday 1st September, MoneyWeb acquired Financial Adviser Duncan Macmillan’s client base.
Duncan has been involved in the financial industry for 37 years, initially as a Superintendent at Prudential, and then as an Independent Financial Adviser for Townends Financial Consultants. Overseeing a management buy-out of the firm in August 1998, Duncan became a Director whilst maintaining his advisory duties.
For the last 20 years, Duncan has managed customers’ pension and investment portfolios, resulting in good, solid capital growth for all whilst enhancing his reputation for getting the job done right. Consequently, the firm’s business has increased by market share and volume.
Duncan’s firm and ours are like-minded with a similar outreach, making the acquisition a great fit for our new MoneyWeb clients.
For further information, please contact MoneyWeb on 01723 378234 or email email@example.com – we look forward to hearing from you.