meet the team

Keith Duncan

Financial Planning Specialist

Keith brings more than 25 years of experience across corporate banking, pensions and financial planning. He helps clients make clear, confident financial decisions with a practical, relationship-led approach built on long-term trust.

Introducing Keith

A practical, relationship-led approach to financial planning.

With over 25 years of experience in financial services, Keith brings a broad and well-rounded background across corporate banking, pensions and financial planning. He combines strong technical knowledge with a practical, client-focused approach built on long-term trust and relationships.

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Keith works with clients who value straightforward advice, clear explanations and a long-term relationship with their adviser. Outside work, he enjoys running, reading and playing golf.

Areas of expertise

Broad experience across pensions, corporate banking and client planning.

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Corporate banking and FTSE 100 client relationship management

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Pension development, governance and adviser support

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Tax-efficient financial planning and investment strategies

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Employee engagement and long-term client relationship management

Experience & background

Senior financial services experience with a strong pensions foundation.

Keith holds a Diploma in Regulated Financial Planning and has worked across senior roles within the financial services sector.

  • Corporate banking experience managing FTSE 100 company relationships, with client money assets exceeding £50 billion.
  • Pension business development experience with major insurance providers, including seminars for advisers on technical matters, legislative changes and investment updates.
  • Supporting Finance Directors at large employers with pension scheme governance and employee engagement strategies.
25+ Years of experience across financial services, pensions and corporate banking.
£50bn+ Client money assets linked to corporate banking relationship experience.
Diploma Diploma in Regulated Financial Planning.
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How Keith helps clients.

Keith specialises in helping clients plan for the future with clarity and confidence. He uses straightforward, tax-efficient strategies and appropriate investment solutions, with a strong emphasis on building lasting, trusted relationships.

Speak to EWS

Let’s plan your future with clarity.

Speak to Executive Wealth Services about pensions, investments, retirement planning and long-term financial decisions.

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