Dukes IFA Ltd

Independent Financial Adviser Herkomer House, 156, High Street, Bushey, Herts, WD23 3HF
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
12th November 2018
We look for clients requiring long-term business relationships; who value advice; who require a friendly and professional service.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Rest of world
    • Wealth management
Meet our advisers
Adrian Duke-Cohan BA (Hons) DipPFS
Director
What our clients say
Over eight years Adrian has been providing me and my family with high quality advice in mortages, investment and life products. His insight and help have been invaluable. He always puts the client's interest first and he will always make an effort to get you the best deal available. Over the same period he has also become a friend and a trusted advisor; he is always available to answer questions and give you an honest, unbiased opinion. I can certainly reccomend him to anyone looking for competent and consistent IFA.
Max Butti, London
Where to find us

Herkomer House, 156, High Street, Bushey, Herts, WD23 3HF

Contact us
About us

What makes us different from other firms is that:
1) We look for clients who require a long-term business relationship, not a one-off sale.
2) We spend a lot of time with clients creating bespoke portfolios, which accurately matches their attitude to risk profile and their ability to deal with volatility. In other words, we put the client’s risk strategy at the heart of the financial planning process.
3) We add value by choosing the right solutions for our clients.
4) We offer an efficient, first-class, professional service while retaining the personal touch

Our services

We actively manage client's investment and pension portfolios, providing quarterly updates and recommendations to ensure that the portfolio remains relevant for the current economic enviroment. We regularly review clients' appetite for risk and volatility and amend portfolios accordingly. We put our own money where our mouth is and invest for ourselves in the exactly same way we recommend for you.

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

Dukes IFA Ltd is Authorised and Regulated by the Financial Conduct Authority

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