Our Partners and Advisers

Katrina Duke DipPFS is the founder of our firm. She has worked in financial services for almost 30 years and has a vast experience of all aspects of financial planning. Katrina offers a broad range of specialist advice from mortgages, to investing, retirement and protection.

Katrina holds CII qualifications in the financial planning certificate, G60 pensions, K10 retirement options, K20 pension and investment options, CeMAP in mortgage, advice and practice (IFS) and is a member of The Personal Finance Society by Diploma.

Ray Duke APFS is a partner who has almost 35 years experience and is highly qualified being a Certified Financial Planner, Chartered Financial Planner and Chartered & Certified MCSI. There are only a very small number of advisers in the UK who have attained all of these prestigious titles.

Ray has specialist experience in setting up pension schemes and dealing with directors and senior executives of large and small businesses.

Adam Norman DipPFS has completed his examinations for Regulated Financial Planning and consequently holds the coveted Diploma status and membership to The Personal Finance Society. Adam is now well on his way to achieving his Chartered Financial Planner status.

Taylor Duke DipPFS has achieved the prestigious Diploma in Regulated Financial Planning and is now working towards attaining his Chartered Financial Planner status.