Plan for a life well lived
Lifestyle financial planning for individuals and families.
Who we are
We’re lifestyle financial planners. We help people get more out of life through effective lifestyle financial planning. We’ll help you establish your vision for the future you want, and create a plan to turn that vision into a reality.
Planning for a comfortable financial future takes clarity and confidence. Armed with these two things, you will be able to take that first step, to set your goals for success and embark on the journey to the life you’ve always wanted to live. We’re here to help make that possible and guide you along the way.
Why we're different
What our clients say
“Adrian ensures that my pension pot is always in the best place with quarterly updates. He looks at lifetime goals and how to achieve them.
He always gives the best advice with his thorough background knowledge and experience, and I know that I can really trust his advice for the future as I know from experience that he is working out the best results for me.”
“I have worked with Adrian for more than 20 years and am always impressed by his commitment to quality and innovation. 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.”
"Adrian helped us by providing professional advice and a portfolio to suit our needs."
"Adrian helped give me confidence in financial decisions about retirement and investment so that I can make better decisions and enjoy my retirement."
"Adrian was understanding. The advice and recommendations he offered were clear and straightforward and I am now very pleased I chose Dukes IFA to look after my funds. He was just a phone call away for any help I needed. There were no pushy sales tactics and now, due to his ‘hands on’ management, my savings have grown substantially year on year."
"Adrian was thorough and insightful in his assessment of my financial position and the future financial needs. I valued his expertise to thoroughly assess the details of my finances. Adrian has always kept me informed about my investments with any changes that have occurred at all times and has always been available to talk to when I have needed help in understanding financial situations."
Contact us
For a no-obligation consultation, just leave us a message and we’ll be in touch to arrange a chat.