News

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

News

11 Jul 2023

These are the 5 core traits of the wealthy, according to an interesting study

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News

11 Jul 2023

Longevity expert says improving your wellbeing could boost your “healthspan”

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11 Jul 2023

6 ways artificial intelligence could change lives for the better

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11 Jul 2023

Organisation could help you save money if you need to remortgage this year

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11 Jul 2023

5 excellent reasons families use trusts

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News

11 Jul 2023

Retirees, don’t overlook the surprising risk of underspending in retirement

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News

15 Jun 2023

Research: Money can buy happiness but what you spend it on matters

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15 Jun 2023

Planning to downsize? Here are 3 excellent reasons it could make sense

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15 Jun 2023

1 in 12 grandparents lending financial support to family are using property wealth

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15 Jun 2023

5 compelling non-financial reasons to work with a financial planner now

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15 Jun 2023

Pensions v ISAs: Tax relief makes a huge difference to your calculations

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News

15 Jun 2023

Want to retire early? Financial planning could make it a reality

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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

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