Stephen, Hertfordshire

Hello, I’m Steven Woodhouse. I’ve been a client at Dukes for 30 years and my advisor is Adrian.

When I first met with Dukes, I was very young, I think 22. I had absolutely no knowledge about finance and my life’s needs, but Adrian was recommended as the person to actually guide you through from youth to old age.

I chose Dukes at the time because I had a good rapport with Adrian. He was really knowledgeable and approachable, and certainly seemed to be somebody who knew what he was talking about.

Dukes have helped me recently with estate planning. That is, what’s going to happen when I’ve passed away, and how my dependents and relatives will maximise their benefits. He’s also helped me with the proceeds from the sale of my business.

With Dukes, throughout all our meetings, I don’t think I’ve ever felt pressurised to select a particular product or go down a particular investment path. Facts are given and the options are there for you to make your own choice.

The three words that I would use to describe Adrian are friendly, approachable, and knowledgeable.

I’m confident about my financial future. We’ve set up a strategy of how to get through to the end of my days, and I’m confident that things will be okay.

The best thing about working with Dukes is that you can get hold of Adrian 24/7. You can always speak to him, and he’ll talk to you about anything you’re concerned about.

I would recommend Dukes, particularly Adrian. I think Adrian handles his own finances, the same as he does with his clients; if it’s good enough for him, then it’s definitely good enough for me.