Qualifications
Fully Qualified Advisers...
Chartered Financial Planner
Ray Duke, partner, was awarded Chartered Financial Planner status on 10 November 2008 after many years of study and examinations.
Adam Norman, partner, was also awarded Chartered Financial Planner status on 2 December 2020.
In addition to the individual title, financial planning firms themselves are now able to apply for Chartered status. Dukes Financial Planning LLP was awarded corporate Chartered Financial Planner status on 14 October 2009. We are one of a small number of UK firms who have been awarded this prestigious title.
Certified Financial Planner Licence
The Certified Financial Planner licence is an internationally recognised qualification for financial planners. It is the highest standard available and holders are actively monitored and re-licenced annually. Ray Duke was awarded The Cerified Financial Planner Licence on 23 September 2008.
A Certified Financial Planner (CFP™) licensee's main focus will always be on their clients' financial goals and ambitions, concentrating on how these can be achieved, rather than on a product sale. A CFP™ licensee will provide you and your family with guidance over your lifetime, making the advice multigenerational.
