Chartered Financial Planners

Pensions, Retirement and Investment Specialists

We are independently owned, and are one of an elite number of UK firms who have been awarded the prestigious status of corporate Chartered Financial Planners.

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We source products and services from the whole market and are not tied or restricted in any way.

An initial discussion without cost or obligation, can be arranged.

Since 2006
No external shareholders or influences.

Awarded this prestigious status through examination, conduct and ethics.

Building Clients’ Wealth and Security

Client Reviews

We are proud of our reviews on Google written by some of our valued clients.  Please read or leave a review here.

Reviews

Qualifications

We have achieved Chartered status by award from the Chartered Insurance Institute (CII).

Our Team

Becoming a Client

We design an investment strategy individually with you when you become a ‘Lifetime’ client.

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Client Portal

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Client Portal

What our clients say

“Excellent service received from a lovely, family run business. All partners are well qualified & the relaxed atmosphere in the office instantly put me at ease enough to ask the necessary questions regarding my investments & these were answered in a very straight forward, easy to understand way…”

Denise | Business Owner

“It is never easy to hand your money over to strangers but the team at Dukes Financial Planning take the time to explain exactly what you are signing up to, all the possible outcomes, and are happy to discuss anything at any time. It took me a long time to find a financial adviser but it was worth the effort. Give them a call.”

Stella | Lifetime Client

“I have been a client of Dukes Financial Planning for at least fifteen years, starting when Katrina Duke was in an office in Romford. Throughout that time, Katrina, Ray, Taylor and Adam have attended to all my investment and pension requirements to my utmost satisfaction….”

Colin | Lifetime Client

“A very friendly and professional service that has helped me to consolidate my pensions and provided great financial advice, thanks to you all.”

Robin | Lifetime Client
See Google Reviews

Becoming a client couldn’t be easier

We are independent financial advisers, and owned by the partners solely, with no external influences or shareholders.

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