Skip to content
Dukes Financial Planning Logo
  • Pensions
  • Investments
  • Protection
  • Our Team
  • Becoming a Client
  • Reviews
  • Contact us
  • Client Portal
  • Pensions
  • Investments
  • Protection
  • Our Team
  • Becoming a Client
  • Reviews
  • Contact us
  • Client Portal
  • Pensions
  • Investments
  • Protection
  • Our Team
  • Becoming a Client
  • Reviews
  • Contact us
  • Client Portal
Our Teamdesignthing2025-03-24T12:02:46+00:00

Our Team
Over 100 years of experience

We are proud of our team and we apply a ‘team’ approach to all client work, so you will always enjoy continuity. Each and every person performs a vital role in looking after our clients to provide an accessible and professional service.’

Arrange a meeting

Partners

Ray Duke

  • Advanced Diploma in Financial Planning (APFS)
  • G60 Pensions
  • Award in Pensions Update

About me

Ray Duke

Ray Duke, with over 40 years of experience, brings a wealth of expertise and leadership to our team. As he transitions into semi-retirement, he now focuses on mentoring and supervising staff, ensuring the highest standards of service and professionalism.

Beyond the office, Ray is a passionate lifelong supporter and season ticket holder of Southend United Football Club.

Katrina Duke

  • Diploma in Financial Planning (DipPFS)
  • Certificate in Mortgage Advice
  • G60 Pensions
  • K10 Retirement Options
  • K20 Pension Investment Options
  • J07 Supervision in a Regulated Environment

About me

Katrina Duke

Katrina Duke 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 ensures that the firm complies with all FCA regulation and manages the business overall.

In her free time, Katrina enjoys gardening and maintaining her vegetable patch at home.

Adam Norman

  • Advanced Diploma in Financial Planning (AFPS)
  • Chartered Financial Planner
  • Certificate in Discretionary Investment Management
  • Certificate in Securities Advice & Dealing
  • Award in Pensions Update
  • BA (Hons)

About me

Adam Norman

Adam Norman is a partner of our firm with over 10 years’ experience in the industry. Adam is highly qualified and holds the coveted Chartered Financial Planner status, along with membership to the Personal Finance Society.

Adam specialises in pensions and investment advice and leads our investment committee.

Adam is a fitness enthusiast and enjoys going to the gym several times per week. He spends his weekends supporting Tottenham Hotspur.

Taylor Duke

  • Advanced Diploma in Financial Planning (APFS)
  • Chartered Financial Planner
  • Certificate in Discretionary Investment Management
  • Certificate in Securities Advice & Dealing
  • Certificate in Paraplanning

About me

Taylor Duke

Taylor Duke has achieved the prestigious Advanced Diploma in Financial Planning and holds the ‘Chartered Financial Planner’ designation. Taylor is also a member of the Personal Finance Society.

Taylor is a partner in the firm, advises clients and is responsible for consulting on technology.

In his free time, he is a keen chess player at both club and county level, representing Southend Chess Club and the Essex Chess Association.

Administration Team & Paraplanners

Daniel Watson

  • Diploma in Regulated Financial Planning (DipPFS)
  • Certificate in Paraplanning

About me

Daniel Watson

Daniel is a fully qualified paraplanner, having achieved his Diploma in Regulated Financial Planning with distinction. He has begun his studies towards the coveted ‘Chartered’ status, with the aim of becoming an adviser in the future.

Daniel is a lifelong supporter of West Ham Football Club and enjoys snowboarding in the Alps.

Claire De Almeida

About me

Claire De Almeida

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.

Claire’s balancing of work-life and motherhood doesn’t allow much time for hobbies! She enjoys walking and cycling when she gets the chance.

01702 344909
contact@dukesfinancialplanning.co.uk

The Old Stables
38 Tintern Avenue
Westcliff-on-Sea
Essex SS0 9QJ

Client Portal

Services

Pensions
Investments
Protection

Company

Our Team
Becoming a Client
Reviews

Legal Bits

Privacy Statement
Financial Ombudsman Service
FCA ScamSmart

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. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

© 2025 Dukes Financial Planning
Website Design Essex | designthing.co.uk
Page load link