We are pleased to announce Duncan has passed with flying colours, the latest in a series of qualifications focused on estate planning.
The Society of Trust and Estate Practitioners (STEP) is the worldwide recognised professional body of those advising families on long term wealth planning. Members are required to pass a series of exams and commit to a number of professional standards.
As an accredited member of STEP, Duncan’s qualifications further endorse his work and professional focus with clients over a number of years.
Our clients are always our primary focus however endorsement from professional bodies is always welcome news. As a member of STEP Duncan is looking forward to working with more clients with their financial planning requirements.