Dukes Financial Planning LLP

Independent Financial Adviser The Old Stables, 38 Tintern Avenue, Essex, Westcliff-On-Sea, SS0 9QJ
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
8th October 2018
CHARTERED and CERTIFIED firm, specialising in retirement, investment and mortgages. Local to Southend, Westcliff & Leigh areas.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • 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
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
Meet our advisers
Katrina Duke DipPFS
Partner
Ray Duke AFPS
Partner
Accreditations
Chartered Financial Planner Certified Financial Planner
Taylor Duke DipPFS
Adam Norman BA Hons DipPFS
Independent Financial Adviser
What our clients say
We have received excellent service from Ray with regard to Investments and Pensions. We have been very impressed by his financial knowledge, professional conduct, clear communication, and prompt responses.
Clive Beddoe, Essex
What were the circumstances that caused you to look for a Financial adviser? When selling my property many years ago I needed to seek expert advice on how best to invest soem of the proceeds of the sale. How did Ray Duke help you? I have been a client of my Independent Financial Advisors, Dukes Financial Planning, for over ten years and I have always found them to be extremely efficient in arranging my portfolio. They are always accommodating whenever I have a query, always at the end of then telephone and always prepared to spend as much time as is necessary to answer any questions I may have. Although we always have an annual meeting to discuss my finances there have been occasions when they have suggested an interim meeting to discuss issues rather than using either telephone or email communications. In addition to the careful attentions they have always given me I am always assured that my finance is in extremely safe hands. Dukes Financial Planning were recommended to me, I would certainly recommend them to anyone who needed independent financial advice. What is your current situation? Have you seen the outcome you were hoping for? Very much so; the advice I have been given over many years has enabled me to maintain a good standard of living from the income that my investments have produced. What could they have done better? Speaking purely from personal experience, there is nothing that my advisers could do better.
Colin Carey, Essex
Advice and Guidance received from Dukes Financial Planning has been of outstanding quality. Their knowledge, professionalism and integrity far exceed any other financial planning company I have dealt with in the past. I would not hesitate to recommend them to friends, family and any other who are seeking advice for their future.
Claire, Essex
Ray is extremely pro active and is always available to answer any questions that I have regarding my pension or investments.I am always kept advised of any movement in the markets and given various option's with regard to my investment's. I receive a regular mail shot with up to date information relevant to my situation. What could they have done better? I am happy with the service recieved
Rick Bakewell, Essex
I have been a client of my Independent Financial Advisors, Dukes Financial Planning, for over ten years and I have always found them to be extremely efficient in arranging my portfolio. They are always accommodating whenever I have a query, always at the end of then telephone and always prepared to spend as much time as is necessary to answer any questions I may have. Although we always have an annual meeting to discuss my finances there have been occasions when they have suggested an interim meeting to discuss issues rather than using either telephone or email communications. In addition to the careful attentions they have always given me I am always assured that my finance is in extremely safe hands. Dukes Financial Planning were recommended to me, I would certainly recommend them to anyone who needed independent financial advice. What could they have done better? Speaking purely from personal experience, there is nothing that my advisers could do better.
Colin, Essex
What were the circumstances that caused you to look for a Financial adviser? Recommendation from a trusted family friend, who we had asked for advice in investing the monies from a house property sale. How did Ray Duke help you? Assessed and identified the element of risk we were willing to make in agreeing to our investments. What is your current situation? Have you seen the outcome you were hoping for? Yes we have. Preferable to leaving it siting in a bank earning insignificant interest. What could they have done better? So far, can't fault the advice and/or service we have been given. Our Adviser has always answered questions, which we have put to him in a timely and considered manner
Sharon, Essex
What were the circumstances that caused you to look for a Financial adviser? My previous advisor let us down terribly. How did Ray Duke help you? Their professionalism and manner gave us confidence that they genuinely were providing us with the best options available to us. We got a great deal to meet our financial circumstances and can not thank them enough. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Nothing. Outstanding service.
Natasha, Essex
What were the circumstances that caused you to look for a Financial adviser? Following my retirement after 43 years working in the investment industry I received a defined contribution pension. I felt that I needed further advice and guidance in transferring and investing my pension fund. How did Ray Duke help you? Ray clearly explained all the options available at our first meeting, including giving me a Risk Assessment Questionnaire to complete as well as explaining his charges in detail. I did not feel obligated to use his services at any time during our discussion. He understood my requirements exactly and recommended that future meetings should include my wife, which was extremely valuable as it gave us both a good understanding of our proposed retirement plans, as well as inheritance planning . What is your current situation? Have you seen the outcome you were hoping for? I have been impressed with the advice given to me and Ray has made me fully aware of all the risks and benefits of the option which I have chosen to take. As a result my pension fund has been transferred seamlessly to a plan of my choice. I am now also more aware of the relationship between my pension/retirement plan and future inheritance tax planning. What could they have done better? I am very happy with all the work that Dukes Financial have so far completed on my behalf.
Peter Hillman, Essex
Where to find us

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

Contact us
About us

We are one of a small number of firms who have been awarded the prestigious status of corporate CHARTERED Financial Planners. Chartered status means that you can be confident that you are dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support. We advise in all areas but specialise in pensions and investments, and helping clients prepare for retirement.

Our initial meeting is free and we also offer a free 'second opinion service'.

CONTACT US DIRECT:

If you would like to contact us directly in order to prevent delays, then please use the 'show number' button on the right-hand side of this page.

Further details about us can be found on our website, which you can find using the 'website' button under 'follow us' to the right of this text.

Our services

We are a firm of experienced independent Chartered Financial Planners. We specialise in:

- Offering a full financial planning service including pensions and investments
- Helping clients with the pension changes from April 2015
- Assisting clients as they plan for retirement
- How best to arrange the pension death benefits
- Assessing the appropriateness of all the retirement options available (Flexible Access Drawdown, Annuities, UFPLS, SIPPs etc)
- Working with clients and their advisers re. inheritance tax planning
- Assessing clients protection and insurance needs.

Our first meeting is free and we also offer a free 'second opinion service'.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Dukes Financial Planning LLP is authorised and regulated by the Financial Conduct Authority.

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.

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