Duncan Sherlock

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My profile

“I will partner with you during both the good and also the more challenging times, and together we will navigate your financial journey.”

I am passionate about providing my clients with holistic planning in a way they understand, and pride myself on delivering services that are tailored to their specific needs. These include: 

  • Financial Planning  
  • Pension options at retirement  
  • Pension planning for retirement  
  • Protection  
  • Saving and investments  
  • Risk 

I am DipFA qualified.  

We each bring unique perspectives to the table, and I strive to be the adviser who navigates alongside you on the path towards your financial aspirations. My clients value my straight-talking communication style which sets things out in a way they understand, rather than making what is already a confusing subject to most, even more so! Through years of dedicated effort, I have earned the trust of numerous families helping to provide financial security through the generations.  

Establishing strong connections requires a dedicated focus on understanding the client’s needs. I believe in actively listening to their preferences and collaborating to set out various options. By transparently presenting the advantages and disadvantages of each choice, clients can confidently make decisions that are thoroughly informed and aligned with their goals. 

I often find clients want and value my guidance and support in various aspects of their journey, not just the financial decisions. I find this a huge privilege and don’t take for granted the trust clients place in me. 

I am fortunate to have an exceptional team that provides support to both me and our valued clients. Patsy and Stacey, integral members of this team handle the intricate details making sure that client instructions are executed with precision and in a timely, efficient manner. 

I have always enjoyed working with money right from the start of my career where my first job was for Midland Bank. I later became the top Financial Adviser for HSBC, advising people from all walks of life including Lawyers, Politicians, several Cabinet Ministers and even a Head of State. As I approached my 30th birthday I decided I wanted to set up my own business. I left the big corporate world to create CFS, and having grown this from zero to well over £100m of funds under management, I decided to join forces with FD and become a partner with a multi award winning firm to ensure my clients continue to benefit from the advice I provide now and in the future. 

Outside of work, I am married to Helen and have 4 delightful (sometimes challenging) children who have all completed their studies and now embarking on their own careers. We have just entered the exciting world of becoming Grandparents, which we are both much looking forward to. Please don’t judge me, but I am a Spurs season ticket holder and in the past was quite a keen golfer! 

The value of your investment can go down as well as up and you may not get back the full amount invested. Investments do not include the same security of capital which is afforded with a deposit account. 

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/