Dukes Financial Planning LLP

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.

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.

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.

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

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.

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

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.

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.