French Duncan rebrands wealth management division

French Duncan, the Scottish-based mid-tier accountancy firm, has rebranded its wealth management arm from French Duncan Financial Services Ltd to French Duncan Wealth Management to better reflect its style of practice and changes in the way that financial services are delivered

Zane Hunter, managing director of French Duncan Wealth Management, said: ‘Our rebranding more closely reflects our specialist offering of bespoke, fee-based financial planning and investment management advice and guidance to individuals and businesses, trusts and charities.

‘The provision of wealth management advice has changed dramatically over the past decade. There have been significant changes to legislation and most people accept that further changes are yet to come.’

The introduction of the Retail Distribution Review in 2013 has changed the way advisers charge their clients which means that commissions are finally being phased out and client fee arrangements need to demonstrate value for money.

‘Our rebranding is a statement of our intent to gain wider recognition as one of the highest quality boutique wealth management businesses in the UK,’ added Zane.

French Duncan is ranked 60th in the annual Accountancy Top 75 firms survey and had a reported fee income of £9m in 2014.

Last month French Duncan Wealth Management expanded its team with the appointment of chartered financial planners Kenny Stevenson as wealth manager and Peter McGowan as technical paraplanner.

Sign up to our newsletter

If you would like to receive regular news alerts about breaking news and developments in tax, accounting and audit, sign up to receive our free newsletter here

Be the first to vote

Rate this article

Related Articles