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
I would highly recommend Adrian as an IFA.
He has now helped me for many years in many areas including long term financial planning and investment.
He always takes the time to explain options to me and the possible outcomes and puts a lot of effort into my individual risk profile.
Adrian always makes his advice personal to me and my risk profile along with my plans.
...your professional manner and your friendly approach have helped me understand far more about finance than I ever believed I would. I would recommend you to anyone looking to invest for their future; in fact I already have..."
Having used your office to review my deferred and personal pensions I am writing to say how pleased I was with the service I received. Everything was considered in detail and I now have peace of mind knowing that my pensions are now in the right place. Every aspect was carried out in a friendly and professional manner and I was kept updated at every stage. I would encourage everyone to review any pension scheme they may have so like me they can look forward to retiring with a good pension.
Adrian's presents financial advice in a clear, easily understood manner and his recommendations have produced good results.
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.
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.