Duncan Hall
Financial Planning Services

Independant Financial Advice

Free Initial Discussion

Free, no obligation, initial discussion for financial advice, call now.

About the Company

After running a successful company for nearly twenty years, Tracey and I have merged the business with Jon Lowson, although we will continue to trade as Duncan Hall Financial Planning Services. Being part of this consolidated business has many advantages for us and our clients: greater financial strength, more resources and points of contact so we can provide you with an improved service. Working with Jon Lowson we can ensure continuity of advice for our clients if we were unavailable and planning much further ahead when we eventually retire.

About Duncan:

Duncan is the level 4 diploma qualified Independent Financial Adviser within the company who has over thirty years experience within the Financial Services Industry:

  • (1984-1986) Financial Adviser with Wesleyan & General Assurance Society
  • (1986-1995) Financial Adviser with Prudential Assurance Company Limited.
  • (1995-1998) Independent Financial Adviser with Bradford & Bingley Building Society.
  • (1998-2017) Independent Financial Adviser with Duncan Hall Financial Planning Services Limited.
  • (2017-        ) Independent Financial Adviser with JH Lowson & Company Limited

Speak to Duncan Hall Today

Free, no obligation, initial discussion for financial advice, call now.

Planning With Us

We provide advice and planning services for people who want to make the most of their finances. We are independent, which means we work for our client’s interests, not those of a bank or insurance company. Once we have understood your aims, aspirations and concerns, we can help you make your money work for you.

Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. Thats where we can help. We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:

  • identifying your short, medium and long-term goals;
  • clarifying precisely what you want from life;
  • mapping out your route to get there;
  • making easy to understand product recommendations;
  • adjusting your plan during significant life changes.

Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you. If you are thinking about creating and putting your financial plan into action, we may consider things you’ve not. Why not talk it through with us today?

“We came to see Duncan after he was recommended by our accountant. Duncan talked us through our retirement options and explained everything in plain English. We now feel more confident about our retirement plans.”

Mr & Mrs SwarbrickLancaster, Lancashire

“Duncan has looked after our finances for over twelve years and we have recommended him to several of our friends and family members. We have always been delighted by the personal service we receive.”

Mr & Mrs WainwrightHeysham, Lancashire

“I called into see Duncan in after I had inherited a lump sum from my Grandmother’s estate. The solicitor dealing with the estate recommended I speak to an IFA and was recommended to see Duncan.”

Mrs RobinsonHeysham, Lancashire

Contact Details

Phone: Tel: 01524 842 211

E-mail: duncan@duncanhall.com

Please contact us for availability, particularly if you need an appointment outside of normal office hours.


Duncan Hall Financial Planning Services
3rd Floor Rosemary House
North Road