Business Details
Your Lifestyle Financial Planner in Bushey Heath
Established with a commitment to empowering individuals and families through comprehensive lifestyle financial planning, we specialise in helping clients achieve their aspirations by aligning financial strategies with personal goals. Our approach focuses on understanding each client's unique vision for the future, providing tailored guidance to ensure financial security and confidence. With decades of combined experience, we prioritise clarity, transparency, and long-term partnerships, enabling clients to make informed decisions without fear of running out of resources.Our team is dedicated to delivering unbiased advice, leveraging expertise in retirement planning, investments, and estate management to support clients through every stage of life. We measure success through client satisfaction, demonstrated by high retention rates and strong recommendations from those we serve.
Services
Retirement Planning
Investment Management
Wills and Trusts
Mortgages
Equity Release
Highlights and features
- We prioritise your financial goals through a tailored, client-centric approach.
- Over 35 years of combined experience in lifestyle financial planning.
- 98% client satisfaction rate in achieving financial objectives.
- Transparent communication and regular portfolio updates ensure trust.
- Specialists in retirement planning, equity release, and investment management.
Associations and certifications
- Financial Conduct Authority
What people say
Best advice
Confidence in decisions
Savings grown substantially
Thorough and insightful
Clear straightforward recommendations
Services
Retirement Planning
We help clients define their ideal retirement lifestyle and create actionable plans to achieve financial security. Our process considers current assets, risk tolerance, and long-term goals to ensure sustainable income throughout retirement. By focusing on individual aspirations before financial decisions, we empower clients to enjoy their later years with confidence.
Investment Management
Our investment strategies align with clients' lifestyle objectives, balancing growth potential with risk management. We tailor portfolios to individual circumstances, regularly reviewing market conditions and personal priorities to optimise returns. This approach ensures investments support long-term financial goals while maintaining flexibility for changing life circumstances.
Wills and Trusts
We assist clients in structuring their estates to protect wealth and ensure it is distributed according to their wishes. Our services cover creating legally sound wills and trust arrangements that consider tax efficiency, family needs, and future contingencies. This ensures clients' legacies are preserved and transferred effectively.
Mortgages
Our mortgage advisory service helps clients secure suitable property financing solutions. We analyse market options to find competitive rates that align with individual financial situations and long-term objectives. By prioritising clients' needs, we ensure mortgage agreements support overall financial strategies rather than creating additional burdens.
Equity Release
We provide expert guidance on releasing tax-free cash from property assets while maintaining financial security. Our advice considers potential impacts on estates and benefits, offering clients clear understanding of available options. This service supports clients' lifestyle goals without compromising future financial stability.
People
Adrian Duke-Cohan
Director and Lifestyle Financial Planner
With over 20 years of experience, Adrian specialises in long-term financial planning for individuals and families. He focuses on creating tailored strategies that align with clients' lifestyle aspirations while maintaining regulatory compliance and ethical standards.
Questions
What services do you offer?
We specialise in lifestyle financial planning, including retirement strategies, investment management, wills and trusts, mortgages, and equity release solutions.
How do you tailor financial plans to individual needs?
Our process begins by understanding your lifestyle aspirations before making financial decisions, ensuring strategies align with personal goals and risk tolerance.
Are your services regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority under registration number 577595.
How do you communicate with clients?
We provide regular updates and are available via phone or email, maintaining transparent communication about portfolio changes and financial decisions.
What areas do you cover?
While based in Bushey Heath, we work with clients across the UK to develop comprehensive financial strategies.
Reviews (2)
Stephen Hyatt
Dec 30, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Been with Dukes for a long time and am confident that I am in good hands
Been with Dukes for a long time and am confident that I am in good hands
Paul Finnerty
Dec 23, 2021
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Positive:Professionalism,Quality,Value
I can highly recommend the advice i have been given by the team at Dukes IFA
I can highly recommend the advice i have been given by the team at Dukes IFA
