Duke Godley Financial Planning Ltd

Independent Financial Adviser Congress House, 14 Lyon Road, Harrow, Middlesex, HA1 2EN
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We provide clients with a complete holistic financial planning service. We are here to look after your financial wellbeing.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • EEA
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
Meet our advisers
adviser-person
Vipool Shah
Financial Planner and Tax Consultant
adviser-person
Ajit Shah
Financial Planner
Where to find us

Congress House, 14 Lyon Road, Harrow, Middlesex, HA1 2EN

Contact us
About us

Duke Godley Financial Planning Ltd has a wealth of experience in advising clients in complex Tax Planning including Inheritance Tax Planning and Retirement Planning. We offer fully independent, professional and unbiased advise on a wide range of financial products.

Our services

We take our clients through the financial planning journey and they are then in control of their financial affairs. A regular review puts the client in the driving seat.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

We have an initial face to face meeting with our clients to provide them with a list of services and charge. Then a full client information is completed to determine the clients needs and goals. Research is then undertaken to find solutions to the clients needs in order to address their long term goals. Attitude to risk and capacity for loss are also discussed to determine the relevant solutions to meet the clients needs.

Subsequent meetings are arranged to explain and discuss the solutions to meet their needs.

The clients are then given time to understand the solutions and to ensure they are afford able now and in the future.

Subsequently, necessary formalities are completed if the client wishes to proceed with the solutions discussed at the previous meeting.

As part of the service offered to the client is an annual review meeting to discuss any charges in personal circumstances and ensure the plans/solution are on track to meet the long term goal.

We take on board clients feedback to improve our services.

Also as part of our service we provide the clients with regular newsletters.

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