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

  • ...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..."

    Steven Conway Director, Landlord Support Services
  • 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 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.

    Gavin Anderson Director, Baby TV
  • 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.

    Amanda Culley Associate Director, IQVIA
  • 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
  • I would just like to say that you have given fantastic advise over the years and hopefully more to come.

    You have definitely exceeded my expectations and have enabled me to not worry about my finances.

    I would definitely recommend your services to anyone who hasn't got a clue or time to worry about stocks, bonds, ISAs etc.

    Keep up the good work.

    Stephen Hyatt Cyber Security IAM at PwC

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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