Dukes Financial Planning LLP

General information

Chartered status – what it means for you

This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support.

Our mission is to build wealth and provide security for our clients and their families. We achieve this by specialising in three main areas...

Firstly we offer our own wealth management portal that provides access to a wide range of investment funds. Many of these funds are specially negotiated and enjoy discounted fund charges. Our portal can record all a clients' wealth in one place and even allows a client to view the value of assets in "real time" via our website.

Secondly we specialise with clients who value having their own bespoke financial plan. We concentrate on creating strategies to help our clients achieve their personal goals. We create a bespoke plan and use our 10 point health/wealth review process and ensure together we "stay on track".

We also specialise in dealing with clients who need "at retirement" advice. We are experts at helping clients prepare for retirement and then helping them explore their options.

We aim to help clients fully understand and organise their financial arrangements to create, preserve and protect their estates and achieve their desired lifestyle objectives.