Dukes Lifestyle Financial Planning - Bushey

Dukes Lifestyle Financial Planning

Dukes Lifestyle Financial Planning is a reputable financial planning company located at 145-147 Sparrows Herne, Bushey Heath, Bushey WD23 1AQ, United Kingdom. With a phone number of 2038242242 and a website at dukesifa.co.uk, they are easily accessible for potential clients.

The company specializes in financial planning, offering a range of services to help individuals and families achieve their financial goals. Some other amenities available at their location include a wheelchair-accessible car park and toilets. It is recommended to make an appointment prior to visiting.

With an impressive average rating of 5/5 based on 14 reviews on Google My Business, Dukes Lifestyle Financial Planning has clearly made a positive impression on their clients. This includes trust in the advisor, as one long-time client noted, which is a crucial factor when choosing a financial advisor. Additionally, the stellar performance of the products offered by Dukes has contributed to their continued success and satisfied clientele.

Dukes Lifestyle Financial Planning offers a comprehensive range of financial planning services, including:

• Pension planning
• Investment planning
• Saving for a specific goal
• Protection planning
• Estate planning

With their expertise and personalized approach, Dukes Lifestyle Financial Planning can help you make informed decisions about your financial future. Whether you are looking to invest in your retirement, protect your family's financial wellbeing, or save for a specific goal, their team of experienced advisors can provide you with the guidance and support you need.

👍 Reviews of Dukes Lifestyle Financial Planning

Justin K.

5/5

I have known Adrian for over 30 years. I moved with him when he started Dukes as I trust his advice. In my opinion trust in your advisor is the most important factor in choosing financial advice, that and the stellar performance of the products I have with Dukes is why I choose to continue Adrian and Dukes Lifestyle Financial Planning

Paul F.

5/5

I have been a customer of Dukes financial planning since 2011 , Adrian keeps me updated with my investments quarterly and we have a face to face meeting yearly to discuss my financial investments and options. Adrian has always given me excellent advice regarding my investments. i am very happy to recommend Dukes Lifestyle as a company

Sue G.

5/5

Adrian is very professional and easy to talk to. He will consider all your options and give good clear practical advice as I know well from the early years of mortgages, insurances and pensions back in 2008 right up to sorting out the pensions and my forthcoming retirement. He has given me confidence in the knowledge that I've made the best choices through our relationship and I know this will continue.

Jon

5/5

I have developed a strong working relationship with Adrian at Dukes over many years in order to plan for my family’s future with confidence.
Adrian has helped us with many things including providing clear and good quality advice; using relevant financial tools to compare one approach with another; considering different financial strategies and products with us - but most importantly to put the emphasis on planning within our means for a secure future lifestyle.
This focus on lifestyle planning has been very pertinent to us in the current constrained times for making better informed financial decisions and we would highly recommend others consider Dukes’ holistic approach for creating visibility into their future.

Sally H.

5/5

Adrian at Dukes was recommended to my husband and I by a friend. We have found his advice and financial knowledge to be very useful in focusing our thoughts about how best we can financially plan for our next chapter as we approach retirement in a few years' time. It's also made us review what's important to us so we have a clearer idea of our life priorities - very helpful when neither myself nor my husband have to date been very good at sitting down and thinking seriously about this stuff. He's always willing to hear us out and offer food for thought as well as sound advice. We look forward to continue working with him to help us make the most of what we have now to enable us to enjoy life when we finish working.

Jonathan W.

5/5

I have worked with Adrian for a number of years. His professionalism and advice is first class. He goes the extra mile for his clients and I can highly recommend Adrian and all at Dukes Lifestyle Financial Planning.

Julia T.

5/5

Adrian has been advising my husband for many years and has helped me since retirement. He gives clear and informative support to help us make decisions to enable us to plan for a future lifestyle that we wish to have. He is both professional and supportive and his advice has been helpful. I would highly recommend him

Jim

5/5

I have known Adrian for more 20 years. He takes care of all my investments. He advises me in our quarterly reports of where to reinvest or change to where my investment will bring higher yields. We also talked about lifestyle finance planning.