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.
Your ability to find out exactly what I felt about risk-taking, investments and spending whilst explaining why certain things were good and others bad was reassuring and lead to a new understanding on my part which has given me confidence in my financial planning. I have already referred you to friends who I know are also keen to use your services ...
...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..."
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 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.
I would just like to say that you have given fantastic advise over the years and hopefully more to come.
You have definitely exceeded my expectations and have enabled me to not worry about my finances.
I would definitely recommend your services to anyone who hasn't got a clue or time to worry about stocks, bonds, ISAs etc.
Keep up the good work.
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 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.
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 has been resourceful and reliable in helping me sort out my personal pension issues over the past few years.