Helping You Balance
Your Financial Needs
Your Financial Needs
Dukes Wealth Management
Setting your goals to success is the first step – it provides focus and direction, and that’s where we can help. Being independent, we will look after your personal interests.
Planning for a comfortable financial future takes confidence, nothing more.
To achieve true peace of mind for you and your loved ones, you want to know that your finances are secure and in good shape. We understand the need for you to have someone you can talk to, a friend in your corner who can advise and act for you to help to ensure you feel comfortable about the future. We work together, regularly reviewing and monitoring your financial position, to aim to ensure any plans continue to meet your personal goals and aspirations helping to keep you on track from year to year.
As a dedicated, approachable, boutique firm, we pride ourselves on the relationships we develop, be they individuals, families or businesses, and firmly believe in offering the expertise you need and the service you deserve.
Dukes Wealth Management cares for your core values, helping you to realise the goals you have and achieving them within the time frame you set out.
After all, it’s all about you and your money.
As Independent Financial Advisers, Dukes IFA have access to a wide range of products and services – as opposed to a Tied Agent or Company Representative, who may only advise and offer products from the company they represent. This means that we are able to give you impartial advice and recommend the most appropriate products for you, so you will enjoy more choice, value for money and our high-quality service.
Our core range of services include:
What our clients say
Adrian, provides impartial Financial Advice, as part of an ongoing service always pro-actively providing you with relevant information whilst constantly checking that your pension is invested in the most suitable funds for you.
You can be sure that his advice is totally impartial and that it is in your best interests.
It was so refreshing to engage with a financial adviser that offered a comprehensive service and knowledgable advice that was easy to understand. Both Belinda and I have never experienced this in the past which had naturally made us apprehensive, to begin with. Nothing was too much trouble and the process was seamless. I look forward to a long term relationship with the comfort of knowing our pensions are in professional hands. I thank you for all your work and giving us the confidence knowing there is an IFA that cares.
Your ability to find out exactly what I felt about risk-taking, investments and spending whilst explaining why certain things were good and others bad was reassuring and lead to a new understanding on my part which has given me confidence in my financial planning. I have already referred you to friends who I know are also keen to use your services ...
Adrian offers solutions for your financial future.
He always does what he says he will, on time.
Adrian has been at my side since the early 90s. He is like one of the family, trust him completely to give solid advice and is very diligent in every action he has taken on my behalf. Totally recommend him and his company to furnish you with the best advice and action you need for your financial needs. Have never had a moment where I have had to question his advice or actions he has carried out for me.
I have worked with Adrian for over 20years and always impressed by his commitment to quality and innovation. Also, he looks after my family finance and I have recommended him to others, all with glowing reports. I have also used him for advice and work on charity work again with great results.