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
...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..."
An extremely trustworthy and professional advisor whose skills are evident in the success of my portfolio in a challenging financial time.
Adrian has been at my side since the early 90s. He is like one of the family, trust him completely to give solid advice and is very diligent in every action he has taken on my behalf. Totally recommend him and his company to furnish you with the best advice and action you need for your financial needs. Have never had a moment where I have had to question his advice or actions he has carried out for me.
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!
Adrian has been resourceful and reliable in helping me sort out my personal pension issues over the past few years.
Adrian is very professional and has a very good knowledge of pensions and investments.
He is totally trustworthy and he takes a personal interest in my financial affairs, taking time to explain all the options available to me and giving me valuable advice.
I would recommend him as a financial advisor.