Welcome to Dukes Wealth Management
With over 35 years of experience in helping our clients achieve their aims, ambitions and aspirations, we understand that your goals and dreams may change and develop over time. We will be there, working alongside you, monitoring and reviewing your plans, to aim to ensure you meet your objectives.
As a small, dedicated and approachable boutique firm we give you the guidance required to take control of your money and be there for you when you need advice on your finances. We understand the need for you to have someone you can talk to, a friend in your corner who can advise and act for you to help to ensure you feel confident about the future.
The most important things in your life are the ones you love, and you want to make sure that you provide for them now and in the future. So, as you plan for yourself, your family and your business, Dukes Wealth Management will be there to give you that much-needed support, advice and peace of mind.
Holidays, a wedding, a second property or emergency reserves all require funds to be put aside, which makes good money sense. Money provides you with the means to enjoy life so you should have a financial plan.
Only you know what you want from life and therefore, you prioritise different things at different times. We understand that your investment choices are as individual as you. Wherever you are in your life’s journey, your financial position (and how you feel about risk) is crucial to making sound decisions for now and the future. So, take time to invest in some expert advice!
Dukes Wealth Management is here to help you make your selection and give simple, clear recommendations on what is best for you and your family. Whatever you are trying to achieve, Dukes Wealth Management will guide you through the crucial decisions to get it just right.
Adrian has been at my side since the early 90s. He is like one of the family, trust him completely to give solid advice and is very diligent in every action he has taken on my behalf. Totally recommend him and his company to furnish you with the best advice and action you need for your financial needs. Have never had a moment where I have had to question his advice or actions he has carried out for me.
Adrian, provides impartial Financial Advice, as part of an ongoing service always pro-actively providing you with relevant information whilst constantly checking that your pension is invested in the most suitable funds for you.
You can be sure that his advice is totally impartial and that it is in your best interests.
An extremely trustworthy and professional advisor whose skills are evident in the success of my portfolio in a challenging financial time.
I asked Adrian to help me sort out my pension plan that was with a well known insurance company, but who seemed incapable of giving me a definitive valuation of the plan.
Adrian managed to extract the maximum amount possible from the insurance company, and the funds are now invested with one of his managed pension plans, and I can check the value of the pension pot on-line, any time I choose.
Great result all round!
I have recently taken up the service you offer, whereby my investment is reviewed on a regular basis and already I have seen the benefit of the advice you have given concerning the switching of funds. I have been extremely pleased with the advice you have given , the manner in which you can make difficult concepts straightforward and the interest and care you give to my investment portfolio... I look forward to having the benefit of your advice for many years to come...
...your professional manner and your friendly approach have helped me understand far more about finance than I ever believed I would. I would recommend you to anyone looking to invest for their future; in fact I already have..."
It was so refreshing to engage with a financial adviser that offered a comprehensive service and knowledgable advice that was easy to understand. Both Belinda and I have never experienced this in the past which had naturally made us apprehensive, to begin with. Nothing was too much trouble and the process was seamless. I look forward to a long term relationship with the comfort of knowing our pensions are in professional hands. I thank you for all your work and giving us the confidence knowing there is an IFA that cares.
Adrian is very professional and has a very good knowledge of pensions and investments.
He is totally trustworthy and he takes a personal interest in my financial affairs, taking time to explain all the options available to me and giving me valuable advice.
I would recommend him as a financial advisor.
I have worked with Adrian for over 20years and always impressed by his commitment to quality and innovation. Also, 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.