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.

We pride ourselves on the relationships we develop and firmly believe in offering the expertise you need and the service you deserve.

Find out more about our services or Say Hello!

  • 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...

    Ian Lloyd Partner, Camerons Jones Solicitors
  • 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.

    Caroline Cutmore Vet
  • ...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..."

    Steven Conway Director, Landlord Support Services
  • Adrian offers solutions for your financial future.

    He always does what he says he will, on time.

    Justin Kempson Account Director, Charpack
  • I have known Adrian for many years and have come to rely on his advice.

    He has guided me through where it is best to invest my money and also my pension pot.

    The time as now come where he is exploring the best way to provide my income from a pension. We have also discussed Wills and Trusts.

    Adrian ensures that my pension pot is always in the best place with quarterly updates. He looks at life time goals and how to achieve them.

    He always give 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 past experience that he is working out the best results for me.

    I would recommend him to anyone for help in their future planning without hesitation.

    Sharon Ellis Consultant Accountant
  • Adrian has been resourceful and reliable in helping me sort out my personal pension issues over the past few years.

    Chris Hugill Consultant, B&W
  • 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.

    Harminder Bharaj Accountant and Project Manager
  • 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!

    Jonathan Smith Consultant, iTutor Group:
  • 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.

    David Wright Financial Consultant

 

 

Contact Us

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