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Duncan Lawrie (UK)

 

Banking Services

Duncan Lawrie Limited has now closed its banking services. If you were a banking client of Duncan Lawrie and have a query, please contact enquiriesuk@duncanlawrie.com or telephone +44 (0) 207 245 1234. Please note that charges may be applied for investigative work on historic accounts and/or copy statements.

Duncan Lawrie Sterling and Currency Visa cards

If you have any queries relating to the application of a refund to your Duncan Lawrie Visa card after it has closed, or you have transactions that you do not recognise, please contact enquiriesuk@duncanlawrie.com or telephone +44 (0) 207 245 1234.

If you have a dispute or, for eligible purchases, a potential claim for breach of contract or misrepresentation under Section 75 of the Consumer Credit Act (1974), please contact enquiriesuk@duncanlawrie.com providing details of your claim and supporting documentation. 

Current Account Switch Service (CASS)

If you transferred your Duncan Lawrie Current Account via the Current Account Switch Service (CASS) to a new provider you should be aware that your old Duncan Lawrie sort code will be permanently closed, and from the end of July 2017 onwards:

1. Unless the originator has already updated your account details Direct Debits and incoming
payments may no longer be automatically applied to your new account
2. You may be contacted direct by the originator of such payments (e.g. Direct Debits and
incoming payments) if they have not updated their records with your new account details

To mitigate the above and avoid any interruption in the receipt of such payments you may wish to check with the originators of your Direct Debits and incoming payments to ensure they have your new account details.

Investment Management Services

Duncan Lawrie Asset Management Ltd (“DLAM”) transferred its business to Brewin Dolphin Ltd on 10 May 2017. If you are an existing client of the Investment Management service and have any queries relating to your portfolio, please contact your Investment Manager on their usual contact details or telephone +44 (0) 203 201 3900

Financial Planning and Tax Reporting Services

Duncan Lawrie is no longer providing these services. If you have any queries relating to advice previously received or in connection with the completion of your tax return, please contact enquiriesuk@duncanlawrie.com or telephone +44 (0) 207 245 1234.

Duncan Lawrie Private Banking is a trading name of Duncan Lawrie Holdings Limited and its subsidiaries, represented in the UK by Duncan Lawrie Limited, authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority and Duncan Lawrie Asset Management Limited, authorised and regulated by the Financial Conduct Authority. Their registered office is 1 Hobart Place, London SW1W 0HU. Registered in England under numbers 998511 and 1160766 respectively.

 

Duncan Lawrie (Isle of Man) Limited

 

Banking Services

Duncan Lawrie (IoM) Limited has now closed its banking services. If you were a banking client of Duncan Lawrie (IoM) Limited and have a query, please contact enquiriesiom@duncanlawrie.com or telephone +44 (0) 162 464 3100. Please note that there may be charges applied for investigative work on historic accounts and copy statements.

Duncan Lawrie Sterling and Currency Visa cards

If you have any queries relating to the application of a refund to your Duncan Lawrie Visa card after it has closed, or you have transactions that you do not recognise , please contact enquiriesiom@duncanlawrie.com or telephone +44 (0) 162 464 3100.

If you have a dispute or, for eligible purchases, a potential claim for breach of contract or misrepresentation under Section 75 of the Consumer Credit Act (1974), please contact enquiriesiom@duncanlawrie.com providing details of your claim and supporting documentation.

Investment Management Services

All investment portfolio assets held by Duncan Lawrie (IoM) Limited were transferred to Canaccord Genuity Wealth management on 7 April 2017. If you are an existing client and have a query relating to your investment portfolio, please contact +44 (0) 1624 690100.

Duncan Lawrie Offshore Services Ltd (“DLOS”)

With effect from 1 April 2017 the administration of DLOS is being undertaken by First Names Group in the Isle of Man. If you have an existing structure managed by DLOS, and have a query relating to this, you can contact the team on +44 (0) 1624 630630.

Audited Annual Statements

The 2016 audited annual statements for Duncan Lawrie (IOM) Limited can be found here.

Duncan Lawrie (IOM) Limited and Duncan Lawrie Offshore Services Limited.  Registered Office - Camellia House, 16-18 Mount Havelock, Douglas, Isle of Man IM1 2QG. Registered numbers 027397C and 044074C respectively and incorporated in the Isle of Man. Licensed by the Isle of Man Financial Services Authority.

2016 Report & Accounts

Our 2016 Annual Report & Accounts are now available.

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