Our Partners and Advisers

Katrina Duke DipPFS is the founder of our firm. She has worked in financial services for over 40 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 also has over 40 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 almost 10 years' experience in financial planning and holds the coveted Diploma status and membership to The Personal Finance Society. Adam is now only one qualification away from achieving his 'Chartered Financial Planner' status.

Taylor Duke DipPFS has achieved the prestigious Diploma in Regulated Financial Planning and is now well on his way towards attaining 'Chartered Financial Planner' status. Taylor is also a member of the Personal Finance Society.

Administration Team

Claire De Almeida joined our administration team following a successful career in hospitality. She is working alongside Katrina to assist with business accounts and client management, with a view to taking over aspects of this role in the future.

Laura Smith joined us in 2017, having previously worked for many years in the banking industry. She is tasked with maintaining client records and other general office duties.