About Duncan R Glassey CFP MCSI AIFP FRSA
Duncan Glassey, founder of Wealthflow, has developed the unique Sudden Wealthflow programme - a phased approach to handling sudden wealth.
Duncan is the author of Financial Freedom: Using The Wealthflow System
and specialises in providing wealth management consultancy to affluent private
individuals.
He is an Associate of the Institute of Financial Planning (AIFP), a member of the Chartered Institute for Securities & Investment (MCSI), a pension transfer specialist, an accredited mediator, and one of the few Scots to hold the internationally recognised Certified Financial Planner (CFP) Licence.
Duncan is a 1st tier APIL member nominated expert in Financial Planning.
Duncan was elected a Fellow of the RSA (Royal Society for the encouragement of Arts, Manufactures & Commerce) in July 2007.
Prior to establishing Wealthflow LLP, Duncan held senior positions with leading Actuarial, Accountancy and Legal firms. It is this cross-discipline experience that led Duncan to develop the Sudden Wealthflow programme.
In April 2008 Duncan was nominated Fellow of the British American Project, which exists to help maintain and enrich the long-standing relationship between Britain and The United States.
In 2010 Duncan co-founded Financial Life Coaching LLP which aims to work with professional coaches and financial planners, business owners and entrepreneurs, lawyers, accountants, doctors, athletes and entertainers, and indeed anyone interested in discovering inherent strengths in themselves and in others.
To view Duncan's Wealth Manager Profile on the Institute of Financial Planning website, please follow this link ›
ProMoneyTalk Radio Interview
Peter Johnson and Duncan Glassey discuss Duncan’s book Financial Freedom: Using the Wealthflow System, the state of planning in the UK and the US, and how to remain financially stable in a changing environment.
