Menu Close
  • 0203 824 2242
  • adrian@dukesifa.co.uk
  • 145-147, Sparrows Herne, Bushey Heath, Herts, WD23 1AQ

Posts by Adrian Dukes-Cohan

by Adrian Dukes-Cohan

Estate planning: How to understand the value of your assets and estate

Read more

by Adrian Dukes-Cohan

The essential guide to ISAs

Read more

by Adrian Dukes-Cohan

The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023

Read more

by Adrian Dukes-Cohan

6 feel-good news stories from 2022 to make you smile

Read more

by Adrian Dukes-Cohan

5 fantastic reasons to work with a mortgage broker

Read more

by Adrian Dukes-Cohan

ESG investing: 6 trends to watch out for in 2023 and beyond

Read more

by Adrian Dukes-Cohan

3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances

Read more

by Adrian Dukes-Cohan

Revealed: The key to happiness in retirement is focusing on experiences

Read more

by Adrian Dukes-Cohan

Estate planning: What is it and why does it matter?

Read more

by Adrian Dukes-Cohan

12 fantastic board games to play over the festive season

Read more

by Adrian Dukes-Cohan

5 useful questions to consider if you’re planning to downsize

Read more

by Adrian Dukes-Cohan

How does the Cop27 climate conference affect ESG investing?

Read more

Contact us

For a no-obligation consultation, just leave us a message and we’ll be in touch to arrange a chat.

    Dukes Lifestyle Financial Planning is a trading style of Dukes Independent Financial Advisers Ltd which is authorised and regulated by the Financial Conduct Authority.  We are entered on the Financial Services Register No 577595 https://register.fca.org.uk/.

    Registered office c/o Expertax Ltd, 42-44 Clarendon Road, Watford, WD17 1JJ. Registered in England and Wales (7946291). ‘Dukes Lifestyle Financial Planning’, ‘Dukes Wealth Management’, ‘Dukes IFA’ and ‘Dukes’ are trading names of Dukes Independent Financial Advisers Ltd.

    The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

    If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’).  Please see the following link for further details: http://financial-ombudsman.org.uk/

    A lifetime mortgage is a loan secured against your home. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and may affect your entitlement to means tested benefits.

    Your home or property may be repossessed if you do not keep up repayments.

    The value of your investment can go down as well as up and you may not get back the full amount invested.

    The Financial Conduct Authority does not regulate wills writing, taxation and trust advice.

    Additional information and free guidance can be found at www.moneyhelper.org.uk

     

    0203 824 2242
    adrian@dukesifa.co.uk
    145-147, Sparrows Herne, Bushey Heath, Herts, WD23 1AQ
    Dukes Financial Planning
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.