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Dukes Financial Planning LLP

  1. Westcliff-on-Sea
  2. Southend On Sea Finance

Reviews, get directions and contact details for Dukes Financial Planning LLP

Dukes Financial Planning LLP
"CHARTERED and CERTIFIED firm, specialising in retirement and investment advice. Your local 'go-to' for advice on ISAs, pensions, investments. We also advise small businesses."
Address: The Old Stables, 38 Tintern Ave, Southend-on-Sea, Westcliff-on-Sea SS0 9QJ, UK
Phone: 01702 344909
State: Southend-on-Sea
City: Westcliff-on-Sea
Zip Code: SS0 9QJ

opening times

Monday: 9:00 AM – 5:30 PM
Tuesday: 9:00 AM – 5:30 PM
Wednesday: 9:00 AM – 5:30 PM
Thursday: 9:00 AM – 5:30 PM
Friday: 9:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed

Update Info
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Reviews
We found this a very friendly family business. They explained everything in detail and in layman’s terms, giving us different scenarios to help us make up our minds. The guidance given was very helpful We would definitely recommend them.
The service and care Dukes Financial Planning provide is always very professional, knowledgeable and friendly. I am fully confident in the companies ability to advise me and look after my finances and feel that my best interests are of great importance to them.
Friendly and stress free guidance, I had full confidence in their dealings with my financial quires. Would highly recommend them. A year on since my first dealings with this family run company and I'm pleased to say my second visit was just as friendly and easy as before. With all the scams going on nowadays, its so nice to deal with trustworthy people like Dukes,
Excellent service received from a lovely family run business. All partners are well qualified & the relaxed atmosphere in the office instantly put me at ease enough to ask the necessary questions regarding my investments & these were answered in a very straight forward easy to understand way. They made me feel that my investments were as important as someone who had much larger ones & have also kept me well informed on matters affecting the markets either by email or phone calls. I have regular reviews & feel happy that my money is in safe hands rather than in a large company when you can get forgotten. I would definitely recommend them.
I have been a client of Dukes Financial Planning for at least fifteen years starting when Katrina Duke was in an office in Romford. Throughout that time Katrina, Ray, Taylor and Adam have attended to all my investment and pension requirements to my utmost satisfaction. They are always ready to answer any queries I may have and always explain the current situation in the financial markets in great depth at our annual meetings in their office. Should they ever need to acquaint me with any changes they feel should be made they will always either phone or email me; everything is always explained in great detail. The attention to detail they have shown me over so many years could not be bettered, nor even equalled Dukes Financial Planning have done me proud!
From my first enquiry by phone, followed by a number of face to face meetings, I had no doubt that my financial needs and goals were fully understood. The information I received was given in a professional and clear way. Any questions were answered swiftly and in a friendly manner. I would not hesitate in recommending Dukes financial team.
Having used their services for a number of years, my husband and I have the highest regard for Dukes. The professionalism, helpfulness and approachability of the team has been exemplary and we will continue to entrust our financial matters to them.
It is never easy to hand your money over to strangers but the team at Dukes Financial Planning take the time to explain exactly what you are signing up to, all the possible outcomes, and are happy to discuss anything at any time. It took me a long time to find a financial adviser but it was worth the effort. Give them a call.
We are delighted to recommend Duke’s Financial Planning, we have been clients for more than five years now and in that time have received advice that was the utmost professional etiquette, they have enabled us to claim back funds from a large bank due to mis-selling, without hesitation Ray, Katrina, Taylor and Adam have looked after us and followed up our various questions.
I am very happy with the service I received at Dukes. They helped me combine my pensions into one scheme, would definitely recommend their services.
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