Helping You Balance
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.

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Our Services

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:

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Investments & Savings

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Protection

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Retirement Planning

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Estate Planning

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Mortgages

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Equity Release

What our clients say

  • Adrian has been resourceful and reliable in helping me sort out my personal pension issues over the past few years.

    Chris Hugill Consultant, B&W
  • I asked Adrian to help me sort out my pension plan that was with a well known insurance company, but who seemed incapable of giving me a definitive valuation of the plan.

    Adrian managed to extract the maximum amount possible from the insurance company, and the funds are now invested with one of his managed pension plans, and I can check the value of the pension pot on-line, any time I choose.

    Great result all round!

    Jonathan Smith Consultant, iTutor Group:
  • 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.

    Alex Nicolaou Director, Origin1
  • I have known Adrian for many years and have come to rely on his advice.

    He has guided me through where it is best to invest my money and also my pension pot.

    The time as now come where he is exploring the best way to provide my income from a pension. We have also discussed Wills and Trusts.

    Adrian ensures that my pension pot is always in the best place with quarterly updates. He looks at life time goals and how to achieve them.

    He always give 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 past experience that he is working out the best results for me.

    I would recommend him to anyone for help in their future planning without hesitation.

    Sharon Ellis Consultant Accountant
  • Adrian offers solutions for your financial future.

    He always does what he says he will, on time.

    Justin Kempson Account Director, Charpack
  • 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 ...

    Martin Smith Director, Origin8

Say Hello

For a no-obligation consultation with one of our Financial Advisers, please call 0203 824 2242 or Email us.

 

Contact Us

Feel free to contact us and we will get back to you asap.

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