Setting your goals to success is the first step - it provides focus and direction, and that's where we can help. Being independent, we will look after your personal interests. To achieve true peace of mind for you and your loved ones, you want to know that your finances are secure and in good shape.
We understand the need for you to have someone you can talk to, a friend in your corner who can advise and act for you to help to ensure you feel comfortable about the future. We work together, regularly reviewing and monitoring your financial position, to aim to ensure any plans continue to meet your personal goals and aspirations helping to keep you on track from year to year.
We understand the need for you to have someone you can talk to, a friend in your corner who can advise and act for you to help to ensure you feel comfortable about the future. We work together, regularly reviewing and monitoring your financial position, to aim to ensure any plans continue to meet your personal goals and aspirations helping to keep you on track from year to year.
Services
At Dukes Wealth Management we use a structured, robust and repeatable Financial Planning process. We help provide direction and meaning to your financial decisions, arming you with the information you need to understand exactly where you are today, and how to organise your affairs to achieve your financial and lifestyle goals.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. 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').
