Dukes Financial Planning LLP

Dukes Financial Planning LLP www.dukesfinancialplanning.co.uk - building clients' wealth and security. Many of these funds are specially negotiated and enjoy discounted fund charges.

Chartered status – what it means for you

This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means 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. Our mission is to build wealth and provide security for our clie

nts and their families. We achieve this by specialising in three main areas...

Firstly we offer our own wealth management portal that provides access to a wide range of investment funds. Our portal can record all a clients' wealth in one place and even allows a client to view the value of assets in "real time" via our website. Secondly we specialise with clients who value having their own bespoke financial plan. We concentrate on creating strategies to help our clients achieve their personal goals. We create a bespoke plan and use our 10 point health/wealth review process and ensure together we "stay on track". We also specialise in dealing with clients who need "at retirement" advice. We are experts at helping clients prepare for retirement and then helping them explore their options. We aim to help clients fully understand and organise their financial arrangements to create, preserve and protect their estates and achieve their desired lifestyle objectives.

12/04/2021

Are you looking for a long term career starting this Summer? Can you easily commute to Westcliff on Sea?

We are a small but growing Chartered financial planning firm looking for a Paraplanner to support the Partners/Advisers.

This role will include a structured path in Chartered Insurance Institute examinations. The candidate must be able to demonstrate strong evidence of Maths, English and IT skills. A minimum in GCSE A* or A (9-7) is required in Maths and English with an overall minimum of 7 A* to C (9-4) grades. A or AS levels also considered. An interest in analytical work and attention to detail is a must. You will also need to have good inter-personal skills to liaise with clients and providers in the future.

The right person will work towards a highly recognised Level 4 qualification which will require commitment. Time will be allowed during the working week for study but additional hours will help you succeed sooner.

Please send your full CV to the email address by clicking apply now. As we anticipate a high level of applications, if you do not hear from us then you have been unsuccessful this time.

Advice vs DIY:A good adviser will assist with the construction of a robust, regularly-reviewed portfolio. They will be d...
04/01/2019

Advice vs DIY:

A good adviser will assist with the construction of a robust, regularly-reviewed portfolio. They will be detached and keep to good investing habits.

Clients who choose to 'DIY' often fail to maximise returns because they:

1) Fail to sufficiently diversify their portfolio
2) Have a bias towards UK funds
3) Lack proper asset allocation
4) Tend to under or over-trade
5) Make buy/sell decisions based on their emotional reaction to market conditions
6) Remain 'out of the market' too often
7) Fail to regularly rebalance their portfolio

Visit www.dukesfinancialplanning.co.uk for more information on our investment proposition.

t: 01702 344 909
e: contact@dukesfinancialplanning.co.uk

We are independently owned, and are one of an elite number of UK firms who have been awarded the prestigious status of corporate Chartered Financial Planners.

Photos of our recent refurbishment at the Dukes Financial Planning offices, Westcliff-on-Sea.
21/09/2017

Photos of our recent refurbishment at the Dukes Financial Planning offices, Westcliff-on-Sea.

15/09/2016

When investing, it is impossible to time the market.

Fidelity research (between 01/01/1992 and 31/12/2015) shows some amazing facts.

FTSE 100 Investing:

- Total return for whole period - 486%
- Total return minus 5 best days - 294%
- Total return minus 30 best days - 28%

12/02/2016

Over the years, we have heard many rumours before budgets. The Financial Times and other sources are reporting that George Osborne will switch Pension Tax Relief to a new flat rate - between 25% and 33% for everyone. If this does occur, then higher rate (40% & 45%) tax payers would lose out. If you fit into this category, you should consider making any pension contribution before 16th March (budget day).

Contact me if you want to discuss.

Ray Duke

20/01/2016

A statement from Ray concerning how you could save up to £140,000 in Inheritance Tax:

"As promised, the government are introducing Inheritance Tax (IHT) saving assistance to property owners, to be phased from April 2017.

By 2020, this could save as much as £140,000 on your IHT when the family home passes to children on death.

Feel free to give me a call on 01702 344 909 if you want to know how this will impact you and your family in the future."

-Ray Duke APFS

A sneak peak at our new board room.The certificates in the background show just some of the 30+ qualifications that our ...
20/01/2016

A sneak peak at our new board room.

The certificates in the background show just some of the 30+ qualifications that our 3 advisers (Katrina, Ray and Adam) hold.

The most notable of which include:
Ray - Chartered Financial Planner
Certified Financial Planner
Chartered MCSI
Pension Transfer Specialist

Katrina - Mortgage Specialist
Diploma in Financial Planning
Pension Transfer Specialist

Adam - Diploma in Financial Planning

You can be sure that you are in safe hands with our advisers.

Address

The Old Stables, 38 Tintern Avenue
Westcliff
SS09QJ

Opening Hours

Monday 09:00 - 17:30
Tuesday 09:00 - 17:30
Wednesday 09:00 - 17:30
Thursday 09:00 - 17:30
Friday 09:00 - 17:30

Website

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