News

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

News

04 Jan 2024

Why the numbers are essential for successful financial planning

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News

04 Jan 2024

The pros and cons of choosing a living legacy over leaving an inheritance

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News

01 Dec 2023

10 digital gifts if you need a last-minute Christmas present

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News

01 Dec 2023

How overpaying your mortgage could save you money in the long term

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News

01 Dec 2023

7 in 10 UK residents feel “urgent action” is required to address climate change

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News

01 Dec 2023

Cost vs value: What’s the difference when you’re making a financial plan?

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01 Dec 2023

Why the “margin of safety” theory could be a valuable part of your financial plan

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News

01 Dec 2023

The families of 6 in 10 over-75s could face challenges if they lose mental capacity

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News

28 Nov 2023

Guide: 10 incredible destinations to add to your bucket list

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News

06 Nov 2023

The guide to using equity release to unlock property wealth later in life

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News

27 Oct 2023

10 festive markets to visit in Europe this year

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News

27 Oct 2023

Should you choose a fixed-rate mortgage when your current deal ends?

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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

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