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Lifetime Service

We have built our reputation on our service. We create a bespoke financial plan for you and invite you to regular reviews to ensure your portfolio is rebalanced and that you stay "on track".

To enable us to give you the most up to date information, our wealth management clients have access to our own lifetime client portal.

Access to our portal, will allow you to view all your assets in one place. This can include investments such as pension funds, ISAs, bonds, individual shares and even the value of your property holdings.

Once you become a lifetime client, it is possible to view your total wealth in "real time", whenever you wish 24 hours of the day, 7 days a week.

This service offers a huge range of investment funds, including a number that are not usually available for individual investors and are competitively charged.

We design an investment strategy individually with each client, taking into account your attitude to risk and personal goals. Clients are asked to complete a risk assessment questionnaire.

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