Our Services

Become a Client

We offer a wide range of services: from advising on a "one-off" transaction to a full bespoke financial plan.

Here are some of the services that we offer:

1. Saving for your future.

2. Advice with your pensions at retirement.

3. Mortgages.

4. Protection for you and your family.

5. Investment advice and how to make the most out of your savings.

If you become a client of our lifetime service, we can build a lifetime relationship with you and your family. We believe this is where we add our most value and this allows you to focus on what is most important to you.

It would be helpful prior to our first meeting if you could complete our risk questionnaire ( PDF file). The use of this questionnaire is outlined in our lifetime service.

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