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Client Types

Mortgages and Equity Release

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Wills and Trusts

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Lifestyle Financial Planning

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Contact us

For a no-obligation consultation, just leave us a message and we’ll be in touch to arrange a chat.

    Dukes Lifestyle Financial Planning is a trading style of Dukes Independent Financial Advisers Ltd which is authorised and regulated by the Financial Conduct Authority.  We are entered on the Financial Services Register No 577595 https://register.fca.org.uk/.

    Registered office c/o Expertax Ltd, 42-44 Clarendon Road, Watford, WD17 1JJ. Registered in England and Wales (7946291). ‘Dukes Lifestyle Financial Planning’, ‘Dukes Wealth Management’, ‘Dukes IFA’ and ‘Dukes’ are trading names of Dukes Independent Financial Advisers Ltd.

    The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

    If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’).  Please see the following link for further details: http://financial-ombudsman.org.uk/

    A lifetime mortgage is a loan secured against your home. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and may affect your entitlement to means tested benefits.

    Your home or property may be repossessed if you do not keep up repayments.

    The value of your investment can go down as well as up and you may not get back the full amount invested.

    The Financial Conduct Authority does not regulate wills writing, taxation and trust advice.

    Additional information and free guidance can be found at www.moneyhelper.org.uk

     

    0203 824 2242
    [email protected]
    145-147, Sparrows Herne, Bushey Heath, Herts, WD23 1AQ