Investments
You are likely seeking the advice of an expert because you have an immediate problem or concern regarding the health of your finances and investments. It could be due to how your funds are performing or wider worries about your general investments. However, the first thing to know about us is that the value of our advice is so much more than just discussing products or investment funds.
Your investments are merely one component of your overall financial plan. They are tools in the box to help you achieve your lifestyle objectives. Our role is to help you get the most out of life with the money you’ve got.
Establish your goals
Being lifestyle financial planners, we differ from traditional financial advisers as we believe that we can’t talk about your investments until we understand you as an individual. Once we establish your goals and how much is “enough”, we work back based on the risk you need to take.
By working out what you need overall and using this as our starting point, we will assess your attitude to risk far more comprehensively.
Cashflow modelling
We use highly sophisticated cashflow modelling software to bring to life your financial future and help answer crucial questions such as, “How much do I need to achieve my goals?” and “How much investment risk should I take?”.
And if you’ve yet to build up enough wealth to meet those goals, we will adjust your investments to help you reach financial independence.
A personal service
From the moment we make our first introductions, we treat you like the individual you are. Each plan we create is comprehensive and personalised, focusing on solutions that fit your reality now and during retirement.
People don’t begin in the same place, so we don’t follow the same journey for all of our clients. That’s why it’s so important for us to focus on your personal goals, not those of someone else.
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.
