Investment Advisory
Duncan Cotterill Investment Advisors (DCIA) provide comprehensive investment advice, complementing the package of legal services already offered by Duncan Cotterill.
DCIA have financial planners in Christchurch and Nelson.
We provide a nationwide service in the following areas:
- Portfolio Management
- Financial Planning
- Lump Sum Investment
- Drip Feed Retirement Savings Plans
In conjunction with Duncan Cotterill, the investment advisory team can also provide services relating to Trusts, Wills, Enduring Powers of Attorney and Estate & Trust Management.
Duncan Cotterill Investment Advisors offer a free, no obligation 30 minute initial consultation. You can evaluate us and we can understand how we can help you build wealth & financial independence.
Duncan Cotterill Investment Advisors provide advice on a whole range of investment products as we are not tied to any particular fund manager or product.
All DCIA advisors are professionally qualified and belong to the Institute of Financial Advisors (IFA). A copy of the IFA disclosure document for each advisor can be obtained here:
- Ian Dalley
- Jo Creedon
- Roger Nicholson
- Duncan Cotterill Investment Advisors fee schedule 2008
- Duncan Cotterill disclosure document
Links referenced
- Ian Dalley
- http://www.duncancotterill.com/index.cfm/3,97,324/ifa-feb-2008.pdf
- Jo Creedon
- http://www.duncancotterill.com/index.cfm/3,97,324/jo-creedon.pdf
- Roger Nicholson
- http://www.duncancotterill.com/index.cfm/3,97,324/roger-nicholson.pdf
- Duncan Cotterill Investment Advisors fee schedule 2008
- http://www.duncancotterill.com/index.cfm/3,97,324/dcia-advisor-fee-schedule-0308.pdf
- Duncan Cotterill disclosure document
- http://www.duncancotterill.com/index.cfm/3,97,324/firm-disclosure-feb08.pdf
Location http://www.duncancotterill.com/index.cfm/1,97,0,0,html
Copyright © Anchorage Trustees 2008
