Duncan Sherlock

Establishing strong connections requires a dedicated focus on understanding the client’s needs. I believe in actively listening to their preferences and collaborating to set out various options. By transparently presenting the advantages and disadvantages of each choice, clients can confidently make decisions that are thoroughly informed and aligned with their goals. 

I often find clients want and value my guidance and support in various aspects of their journey, not just the financial decisions. I find this a huge privilege and don’t take for granted the trust clients place in me. 

I am fortunate to have an exceptional team that provides support to both me and our valued clients. Patsy and Stacey, integral members of this team handle the intricate details making sure that client instructions are executed with precision and in a timely, efficient manner. 

I have always enjoyed working with money right from the start of my career where my first job was for Midland Bank. I later became the top Financial Adviser for HSBC, advising people from all walks of life including Lawyers, Politicians, several Cabinet Ministers and even a Head of State. As I approached my 30th birthday I decided I wanted to set up my own business. I left the big corporate world to create CFS, and having grown this from zero to well over £100m of funds under management, I decided to join forces with FD and become a partner with a multi award winning firm to ensure my clients continue to benefit from the advice I provide now and in the future. 

Outside of work, I am married to Helen and have 4 delightful (sometimes challenging) children who have all completed their studies and now embarking on their own careers. We have just entered the exciting world of becoming Grandparents, which we are both much looking forward to. Please don’t judge me, but I am a Spurs season ticket holder and in the past was quite a keen golfer!