Kelley Duncan

Financial Planner

Reviews and Ratings for Financial adviser Kelley Duncan, Portsmouth

Certified Professional in Financial Advice

Kelley’s role at Lawrence Clarke

With more than 30 years in the profession and 15 years as a financial planner, Kelley specialises in various aspects of financial planning. Her expertise spans pensions, investments and protection for individuals, as well as corporate pensions and investments. She also handles Court of Protection cases, divorce and pension sharing, and long-term care planning.

The information you need to know

Here's Kelley’s...

FCA Register Qualifications

Qualifications

  • AwPETR (Award in Pension Transfers)

    This single module qualification attains the required knowledge and practical skills to excel when guiding clients.

  • AFA (Advanced Financial Advice)

    The unit introduces knowledge and understanding of financial institutions to enable you to identify the different types of service that they provide. It explains the functions and importance of the main components of the monetary and financial system, enabling you to recognise and appreciate the influences on the financial institutions and markets, including financial intermediation and disintermediation. It introduces the concept and nature of risk and factors to the advice process for financial advice and enables you to demonstrate knowledge and understanding of the FCA’s approach to ethical and unethical behaviours and develop understanding of the Code of Ethics.

  • DipFA (Diploma for Financial Advisers)

    The Diploma is the high-quality route to meet the standards required for providing financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding and the practical skills to apply in practice.
Statement Of Professional Standing

When Kelley isn’t working

Kelley is a hard-working and driven individual who embraces challenges with determination. In her spare time, Kelley is an avid reader, enjoys exercising whenever possible, and has a real passion for gardening.

Kelley in the spotlight

What types of people do you enjoy working with?

Honest and open people.

What’s a song that never fails to get you dancing?

Anything with a decent beat.

What do you love most about your job?

Engaging with clients, putting strategies together to meet their goals and seeing clients benefit from us working together.

What's the best piece of advice you've ever received?

Never assume.

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Contact the team today and discover how we can help you.

    Lawrence Clarke Financial Planning is a trading style of Lawrence Clarke Limited, an appointed representative of Best Practice IFA Group Ltd., registration number 223112, which is authorised and regulated by the Financial Conduct Authority.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

    Lawrence Clarke Limited is registered in England and Wales, no. 3679668.

    Approved by Best Practice IFA Group 19/02/2025.

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    Pavilion 2

    Little Park Farm Road

    Segensworth West

    Fareham

    Hampshire
    PO15 5TD

    01489 505200