Dukes IFA Ltd

Independent Financial Adviser 145-147 Sparrows Herne, Hertfordshire, Bushey, WD23 1AQ

First meeting at adviser's own cost

Response rating

10/10

15th April 2019

We look for clients requiring long-term business relationships; who value advice; who require a friendly and professional service.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Expatriate finances
- Rest of world
Financial planning
- Wealth management

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Meet our advisers

Adrian Duke-Cohan BA (Hons) DipPFS

Director

Qualifications & Accreditations Hide qualifications

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

J02 - Trusts (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

H15 - Supervision and Sales (CII)

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

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

145-147 Sparrows Herne, Hertfordshire, Bushey, WD23 1AQ

Make an enquiry

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.

Compliance

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

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Expatriate finances
- Rest of world
Financial planning
- Wealth management

Advice methods

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

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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