News

Keep informed and up to date with our latest news and blogs.

News

05 Jan 2023

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

Read more

News

04 Jan 2023

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

Read more

News

04 Jan 2023

5 fantastic reasons to work with a mortgage broker

Read more

News

04 Jan 2023

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

Read more

News

04 Jan 2023

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

Read more

News

04 Jan 2023

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

Read more

News

04 Jan 2023

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

Read more

News

01 Dec 2022

12 fantastic board games to play over the festive season

Read more

News

01 Dec 2022

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

Read more

News

01 Dec 2022

How does the Cop27 climate conference affect ESG investing?

Read more

News

01 Dec 2022

4 vital things you should discuss when naming a Lasting Power of Attorney

Read more

News

01 Dec 2022

After the risk of pensions collapsing made headlines, here’s how your retirement savings are protected

Read more

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.”

Sharon ,
Worthing

“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.”

Gavin ,
Milton Keynes

"Adrian helped us by providing professional advice and a portfolio to suit our needs."

Lorraine ,
London

"Adrian helped give me confidence in financial decisions about retirement and investment so that I can make better decisions and enjoy my retirement."

Julia ,
London

"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."

Alan ,
Hertfordshire

"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."

Vosaben ,
MIddlesex

Contact us

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