Why we’re different
Choosing to work with a lifestyle financial planner is a big decision; and you’ll want to know you’re working with someone who has your best interests in mind. Here are some of the reasons why our clients benefit from our service.
We’re lifestyle financial planners
Lifestyle financial planning is about discovering how your money can be used to help you build the life you want. Unlike traditional finance advice, we don’t focus on one particular issue or area of concern, but instead encourage you to think about the bigger picture and understand what your money is really working towards.
What we do
- We put your life goals and your vision for the future first.
- We help you understand how much money you need for your preferred lifestyle.
- We use cashflow planning to forecast how your finances might be impacted by various decisions.
- We help you achieve a more fulfilled life, not just a wealthier one.
What we don’t do
- We don’t talk about your money before understanding what you want to achieve in life.
- We don’t lead with financial products.
- We don’t work on a transactional basis.
The benefits of lifestyle financial planning
Feel in control
With a clear, actionable plan in place, you can have more control over your personal finances and know exactly which direction you’re heading in.
Feel empowered
Your confidence in making significant financial decisions will increase, meaning you can make more informed choices with purpose.
Reduce taxes
Your plan is designed to maximise tax efficiency, so more of your money can go towards your life goals.
Stay on track
We will review your financial plan regularly to ensure you stay on track to achieve your objectives, even if your circumstances change.
Enjoy peace of mind
We’re here to act as your trusted financial partner through it all, so you focus on enjoying life, knowing your money is in safe hands.
The Financial conduct authority does not regulate taxation advice.
Personal service, delivered with consistency
As a small boutique financial planning firm, we’re able to provide a highly personal service to every client. You won’t just be a number on the system but a valued individual, receiving consistent support and attention to detail at every stage.
Fiercely independent
As opposed to a tied agent or company representative who may only offer a limited range of products, we have access to a wide range of solutions from the whole of the market. This independence means we can choose what’s most appropriate for your needs.
Sensitive to your values
Trusting someone to manage your finances can feel like a leap of faith – so you want to know they care and have your best interests at heart. We take the time to understand what matters to you, and will look after your money in a way that aligns with your core values.
In it for the long term
We believe that building long-term relationships with our clients is the key to success. We want to guide and support you through the years, help you make key decisions and watch you achieve the things you dreamed of.
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.
