Louise Duncan
Financial Planner (UK)
Louise's qualifications
At work
Louise is a highly experienced Financial Planner, with over 25 years’ experience. She originally joined bdhSterling as a Senior Paraplanner after spending 13 years as an Adviser. She excelled in this role, specialising in detailed cashflow planning and preparing tailored financial advice. Her dedication led her to become the first female member of the bdhSterling Investment Committee; and she is passionate to encourage more females to pursue careers in finance.
Recently promoted to Financial Planner, Louise provides high-quality, holistic advice to clients, with a particular focus on expats. She helps them achieve the best financial outcomes by guiding them through complex decisions, whether it’s planning for retirement, managing investments, or determining the most financially viable country to call home.
Outside of work, Louise enjoys live music and theatre (often influenced by her teenage daughter’s choice), cooking (often feeding the team) and supporting Liverpool Football Club.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.