Investment Advisory
Duncan Cotterill Investment Advisors Limited (DCIA Ltd) is a registered financial service provider in accordance with the Financial Advisors Act 2008. DCIA Ltd provides comprehensive investment advisory and management services, complementing the package of legal services already offered by Duncan Cotterill.
Our financial advisers will be fully registered Authorised Financial Advisers (AFA) as required by the new legislation. Our advisers are members of the Institute of Financial Advisers (IFA) and are appropriately qualified.
We provide a nationwide service to clients in the following areas:
- Discretionary Management Service
- Financial Advice
- Investment Planning Service
- Retirement Planning & Savings
- Cash Management
In conjunction with your Duncan Cotterill solicitor, our team can also assist in the management of your trust or your affairs using an Enduring Powers of Attorney.
Duncan Cotterill Investment Advisors Ltd 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. Our fees are competitive and a quote can be provided at the first meeting.
Duncan Cotterill Investment Advisors Ltd provides personalised financial advice on a whole range of investment securities that will best suit your financial objectives. We are not tied to any particular fund manager or product.
A copy of the Primary and Secondary Disclosure Statements for each adviser can be obtained here:
Links referenced
- Ian Dalley
- http://www.duncancotterill.com/index.cfm/3,97,324/ian-dalley-disclosure-document-july-2011.pdf
- Jo Creedon
- http://www.duncancotterill.com/index.cfm/3,97,324/jo-creedon-disclosure-.pdf
Location http://www.duncancotterill.com/index.cfm/1,97,0,43,html
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