Investing

One of our key roles in assisting clients is helping them plan what risk they want to take and what risk they need to take to achieve their goals.

An important role as a financial planner is the construction of portfolios to get the right mix of assets. This is more important than the impossible task of attempting to pick or predict the very best individual funds or stocks.

We can assist you in investing in your future by providing information and guidance on a comprehensive range of investment options for income or growth via our lifetime service.

Future values of investment cannot be predicted. Past values are not an indication of future performance.

To speak to a qualified financial adviser, call 01702 344909

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.

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

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