Paul Duncalf
Premier Financial Planning
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0330 038 8940
Based in Christchurch
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 05 July 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
2
Recent Client Reviews
Paul has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 June 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Paul has provided information on their typical fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Paul
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 05 July 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
2
Recent Client Reviews
Paul has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 June 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Paul has provided information on their typical fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Paul
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 6 first impressions)
Thank you for looking at my profile. My name is Paul and I am an independent financial adviser working within Premier Financial Planning Ltd’s Christchurch office. I am dedicated to servicing and educating my clients who range from first time home buyers up to those coming up to and enjoying their retirement. My core focus is to construct tailor made strategies and solutions based on your individual needs and circumstances to ensure they meet your needs and enhance your lifestyle. Having worked in financial services since 2003 I have been privileged to provide investment/wealth planning, retirement advice, inheritance tax planning and mortgage advice to hundreds of clients, helping them to reach their goals and aspirations. This has been accomplished through retirement planning, investment management, trust planning, tax planning and wealth preservation. I believe in fully understanding my client’s needs and objectives first and foremost before deciding on a course of action. Using detailed analysis and deliberate action, I ensure that my clients are looked after and that appropriate strategies and solutions are put in place to tailor your requirements. An initial meeting is provided without charge, at this meeting I will provide a full written explanation of my costs. I will then take the time to find out about you and your goals. Upon your instruction I will then prepare any recommendations that I feel are suitable for you whilst assessing the benefits and considering the costs. I grew up in Highcliffe and now live in Southbourne with my wife Claire and our two daughters, Abbie and Mae. When I am not working I enjoy spending as much time as I can on the beach with my family and try to keep fit by cycling and walking.
Offers available through VouchedFor
Contact Paul through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Paul's clients
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