Who we are
Dukes IFA is a team of experienced and passionate lifestyle financial planners. We empower individuals and families to achieve their financial goals and live life to the fullest. We believe that financial planning should be personalized and tailored to each client's unique aspirations and circumstances.
Our vision
Our vision is to help people create a clear and concise financial plan that aligns with their unique dreams and aspirations. We guide them in making confident financial decisions that will enable them to achieve a life of balance and fulfillment.
Our approach to lifestyle financial planning
We take a holistic approach to financial planning, considering your financial goals, current financial situation, and life aspirations as a whole. We work collaboratively with you to:
- Identify your financial goals
- Assess your current financial situation
- Develop a personalized plan to achieve your goals
- Track your progress and make adjustments as needed
Retirement Planning
- Develop a personalized retirement roadmap
- Optimize your pension contributions
- Explore various retirement options
Investments
- Develop a diversified portfolio that aligns with your risk tolerance and goals
- Review and optimize your existing portfolio
- Provide ongoing investment guidance
Wills & Trusts
- Create a comprehensive estate plan that meets your individual needs
- Ensure your assets are protected and distributed according to your wishes
- Review and update your plan as your life and finances change
Mortgages
- Find the best mortgage option for your situation
- Secure competitive interest rates and terms
- Negotiate for the best possible terms
Equity Release
- Access cash from your home without selling it
- Explore various equity release options available to you
- Get personalized guidance on how to best utilize equity release funds
Why choose Dukes IFA?
We are committed to:
- Providing personalized and tailored financial plans
- Using a holistic approach that considers your life goals
- Delivering transparent and clear communication
- Working with you as a trusted advisor
- Offering ongoing support and guidance
What our clients say
"Adrian has been an invaluable resource in achieving my financial goals. He takes the time to understand my individual needs and provides personalized advice that has helped me make informed financial decisions." - Sharon W.
"I have complete trust in Adrian's expertise and appreciate his commitment to providing exceptional financial guidance." - Gavin M.
"Working with Dukes IFA has been a seamless and rewarding experience. They have helped me create a financial plan that aligns perfectly with my life aspirations." - Lorraine L.
Customer Satisfaction
The overall sentiment of the reviews is overwhelmingly positive, with both reviewers expressing their confidence and satisfaction with the services provided by Dukes.
Service Quality
Reviewers have praised the team at Dukes for providing excellent advice, with one reviewer stating that they can "highly recommend" the guidance they received.
Long-term Relationships
One reviewer has been with Dukes for a long time, indicating a high level of trust and satisfaction with the company, which has led to a long-term relationship.
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