Welcome to Dukes Financial Planning


Coronavirus status: We remain open for business as usual, but are continuing to follow social distancing guidelines. All meetings regarding new or existing business will take place via Zoom Video Conferencing until further notice.

A fixed fee for our services will be agreed at outset.

We deal with both local and London City clients.

We are independently owned, and are one of an elite number of UK firms who have been awarded the prestigious status of corporate Chartered Financial Planners.

Chartered titles are jealously guarded by professional bodies and are not awarded lightly. Chartered status therefore brings with it a number of serious obligations. It is a public declaration that the advice given by our firm is of the highest quality, based solely on the researched needs of our clients and is provided by someone not exceeding their level of competency.

It also signifies that our firm's staff, where members of the CII, are governed by a Code of Ethics and that our advisers undertake extensive annual CPD to ensure their knowledge remains up to date and at the highest level.

We specialise in dealing with clients who need "retirement" and "investment"advice. We are experts at helping clients to prepare for their future and to ensure that they are fully aware of all their options.

We invite you to look at reviews written by some of our clients by clicking the following VouchedFor image:

Reviews and Ratings for Financial adviser Ray Duke, Southend-on-Sea

To speak to a qualified financial adviser, call 01702 344909

Dukes Financial Planning LLP is authorised and regulated by the Financial Conduct Authority

To ensure we carry out your instructions accurately, to help us to continually improve our service

and in the interest of security, we will record and may monitor your communications with us.

Registered in England and Wales no. oc321474
Registered address: Abacus House, 68a North Street, Romford, Essex, RM1 1DA