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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

Our approach to lifestyle financial planning

We provide people with the tools they need to make better, more confident financial decisions that will enable them to live life to the full.

Do you know how much money you would need for the life you want to live? What would be ‘enough’ to enable you to do the things you love, or spend more time on the things that are important? Do you have a clear view of what that life even involves? If you’re not sure of the answer to any of these questions, we can help.

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Retirement

Whether you are five years away from retirement or already enjoying an active retirement, our lifestyle financial planning process ensures that our focus is on your goals and aspirations.

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Investments

Investments are the tools in the box to help you achieve your lifestyle objectives. That is why we establish your goals before making any financial decisions that will impact your lifestyle.

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WILLS AND TRUSTS

Irrespective of your age or the value of your estate, putting your affairs in order is one of the most important tasks you are likely to do. It can mean ensuring your wealth goes to the right people at the right time, in the way you intended.

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MORTGAGES

When buying a property, choice is crucial in securing you the best value for money on your mortgage. We're specialists in helping people find the right mortgage for them.

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EQUITY RELEASE

Equity release can be one way to potentially support your financial freedom later in life. Whatever you're looking to achieve, we can advise on the best way to release tax-free cash from your home.

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We care:

Choosing to work with a lifestyle financial planner is a big decision, you’ll want to know you’re working with someone who has your best interests in mind.

98%

of clients believe working with us has helped them achieve their financial goals

93%

of clients said they would recommend us to family and friends

97%

of clients were satisfied with our communications during the Covid-19 pandemic

How much is Enough?

How much money do you need to live the life you want without the fear or worry of ever running out of money? Get your FREE copy of this insightful book with a foreword by our Director and Lifestyle Financial Planner, Adrian Duke-Cohan

Click here

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.”

Sharon ,
Worthing

“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.”

Gavin ,
Milton Keynes

"Adrian helped us by providing professional advice and a portfolio to suit our needs."

Lorraine ,
London

"Adrian helped give me confidence in financial decisions about retirement and investment so that I can make better decisions and enjoy my retirement."

Julia ,
London

"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."

Alan ,
Hertfordshire

"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."

Vosaben ,
MIddlesex

Contact us

For a no-obligation consultation, just leave us a message and we’ll be in touch to arrange a chat.

    Dukes Lifestyle Financial Planning is a trading style of Dukes Independent Financial Advisers Ltd which is authorised and regulated by the Financial Conduct Authority.  We are entered on the Financial Services Register No 577595 https://register.fca.org.uk/.

    Registered office 1st Floor, Healthaid House, 1 Marlborough Hill, Harrow, Middlesex HA1 1UD. Registered in England and Wales (7946291). ‘Dukes Lifestyle Financial Planning’, ‘Dukes Wealth Management’, ‘Dukes IFA’ and ‘Dukes’ are trading names of Dukes Independent Financial Advisers Ltd.

    The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

    If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’).  Please see the following link for further details: http://financial-ombudsman.org.uk/

    A lifetime mortgage is a loan secured against your home. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and may affect your entitlement to means tested benefits.

    Your home or property may be repossessed if you do not keep up repayments.

    The value of your investment can go down as well as up and you may not get back the full amount invested.

    The Financial Conduct Authority does not regulate wills writing, taxation and trust advice.

    Additional information and free guidance can be found at www.moneyhelper.org.uk

     

    0203 824 2242
    [email protected]
    145-147, Sparrows Herne, Bushey Heath, Herts, WD23 1AQ