Our charity recommendation incentive
We’re going to make a £50 charitable donation for every initial meeting we have that comes from a client recommendation. Whether the meeting takes place in person or remotely (via Zoom, Teams, etc.), we’ll donate. There’s not even a requirement for them to become a client!
Simply put, if you recommend your friends, family or colleagues to us and we meet with them, we’ll make a £50 donation on your behalf.
Who are we helping?
The charity we’ve chosen to support is Electric Umbrella.
At Electric Umbrella, they create live interactive music experiences with learning disabled people.
Everyone in their community has the opportunity to work with professional musicians to co-produce extraordinary performances. Their community of more than 2,000 people takes part in a range of co-created sessions with their brilliant pro-musicians, which are free to attend. These include EUTV, open mic nights, sing-alongs, and the Breakfast Club.
To learn more about Electric Umbrella and the work they do, please click here.
Here’s what to do if you want to recommend someone to us
We’re always happy to chat with people who you think we can help. So, if you know friends, relatives, or work colleagues who we can help, please put them in touch with us, and we look forward to giving them the same peace of mind that you hopefully have after working with us.
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.
