About us
We’re a small and dedicated firm of lifestyle financial planners with more than 35 years’ experience in helping our clients achieve their aspirations. We provide people with the guidance they need to take control and live life to the full, without the fear of running out of money.
Meet the teamEnsuring you have 'enough'
Many people don’t know how much money they would actually need to sustain the lifestyle they want. Without this knowledge, you could be striving forever without a purpose – or be missing out on something that is already achievable. We will help you determine how much is enough for you and your family, so you know exactly what you’re working towards.
You first, your money second
While money can provide you with the means to enjoy life, it’s useless if you don’t have a clear vision of what that life looks like. We will work with you to help you establish your goals and values, while encouraging you to dig deep and explore what your ideal lifestyle entails. Only then will we look at how your finances can be used to support that vision.
Tailored to you
Only you know what you want from life and you will prioritise different things at different times. Your financial plan therefore needs to be as individual as you are. Wherever you are in your life’s journey, your financial position (and how you feel about risk) is crucial to making sound decisions for now and the future.
Your trusted partners
Above all, we’re here to act as your trusted partners and advocates, providing clear and unbiased recommendations on what is best for you and your family. Whatever you are trying to achieve, we aim to empower you with the knowledge and tools you need to move forward with confidence and live life without regret.
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.”
“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.”
"Adrian helped us by providing professional advice and a portfolio to suit our needs."
"Adrian helped give me confidence in financial decisions about retirement and investment so that I can make better decisions and enjoy my retirement."
"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."
"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."
Contact us
For a no-obligation consultation, just leave us a message and we’ll be in touch to arrange a chat.
