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01275 462 469 enquiries@bowmorefp.com

Duncan Harvey-Bhandari

Senior Paraplanner

01275 462 469
duncan.Harvey@bowmorefp.com Qualifications

Introducing Duncan

Prior to coming to Bowmore, Duncan spent three years at Trigon as a Paraplanner, and three years at Clifton Asset Management working in sales support and paraplanning.

Duncan has also worked at DDCAP providing intermediary services to the Islamic financial market, Platinum Group Metals Trading Company as a Traders Assistant, Royal London and Hargreaves Lansdown, on the Investment and Pensions Helpdesk.

As a Paraplanner, Duncan provides technical research and support to the Financial Advisers within the firm. His specialisms are pensions, tax-efficient investments and cash flow planning.

Tell me more

What do you enjoy most about your job?

When you can see the fruits of your labour and the difference it makes to clients’ lives. We recently provided advice to a client that showed him he could retire that day and spend more time with his family. The look on his face was priceless and makes my job really worthwhile.

How do you like to spend your time outside of work?

Hiking, Swimming, Cycling, Camping, anything outdoors!

What made you decide to do the work you’re currently doing?

I studied economics at university which sparked my interest in finance.

One thing that is guaranteed to make your day better…

A cheese and bacon turnover.

What would your specialist subject be on Mastermind?

The “Sharpe” series of books by Bernard Cornwell.

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