FAQs
We want to make working together as easy as possible. Below we’ve answered some of the more common queries we receive from our clients, both at the start and throughout the financial planning process.
Where are meetings held?
In our office: 145-147, Sparrows Herne, Bushey, Herts. WD23 1AQ
Do you have parking?
There is plenty of free parking opposite our office in Brooke Close or 50 yards away in Catsey Lane or Ashfield Avenue.
Do I have to pay for an introductory meeting?
No, the introductory meeting is free of charge, primarily for us both to establish whether we want to create a long-term working relationship.
What do I need to bring to an initial meeting?
A good working knowledge of your assets and liabilities, incomings and outgoings, your plans for the future and it’s helpful if you have a partner for them to come along as well.
How long should I allow for an initial meeting?
60-90 minutes.
Do I have to sign up to your services at an initial meeting?
No, we would never ask you to do this. The initial meeting is on a no-obligation basis.
How can I book an initial meeting?
Either by phone, email or using our online contact form.
Are you independent?
Yes – totally, wholly, completely. And proud to be, too. As independent financial planners, we have access to a wide range of products and services, meaning we’re able to give impartial advice and choose solutions that are best suited to your needs.
Are you regulated?
Yes, we are regulated by the Financial Conduct Authority. You can view our entry on the FCA register here.
Can you advise on final salary/defined benefit transfers?
No.
What happens if my Financial Planner is away on holiday?
Another member of our team will be happy to assist you until your Planner is back.
Do you get commission?
No.
Do you charge VAT?
No.
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.
