Duncan Taylor worked as a financial adviser in a number of roles with NatWest, HSBC and the Lloyds Banking Group before joining Trowlock Wealth Management. At Trowlock, he continues in this role ensuring companies prepare for Auto-Enrolment and helping them to meet their legal obligations. Part of this role includes giving financial advice to company directors and senior staff.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.