Dukes Financial Planning LLP - Westcliff-on-Sea

Dukes Financial Planning LLP is a highly-regarded financial services firm located in Westcliff-on-Sea, Southend-on-Sea, United Kingdom. Situated at The Old Stables, 38 Tintern Ave, SS0 9QJ, the company offers a comprehensive array of financial solutions tailored to meet the diverse needs of individuals and businesses alike. With a strong emphasis on personalized service and expert advice, Dukes Financial Planning LLP has earned a stellar reputation for delivering exceptional results to its clients.

To get in touch with the dedicated team at Dukes Financial Planning LLP, simply give them a call at their landline number 1702344909 or visit their website at dukesfinancialplanning.co.uk. With online appointments available, clients can easily schedule a consultation without leaving the comfort of their homes.

The firm specializes in a range of financial services, including financial consulting, planning, insurance brokerage, and investment management. Their expertise spans various areas, such as retirement planning, pension reviews, tax planning, and estate planning, ensuring that clients receive well-rounded guidance to achieve their financial goals.

Dukes Financial Planning LLP also prides itself on being accessible to clients of all backgrounds. The firm offers services in multiple languages, ensuring effective communication with non-English speaking clients. Additionally, the office features wheelchair accessibility, inclusive restrooms, and a welcoming atmosphere for members of the LGBTQ+ community.

To date, Dukes Financial Planning LLP has garnered a total of 22 reviews on Google My Business, reflecting their commitment to excellence and satisfaction of their clientele. With an impressive average rating of 5 out of 5 stars, it is clear that the firm's dedication to exceptional service has resonated with their clients.

👍 Reviews of Dukes Financial Planning LLP

Derek H.

5/5

Dukes are a family run independent Financial Advise firm with chartered advisers. Very few of these left in the area and the fact that this is a thriving business speaks volumes for their independence, professionalism and overall commitment to looking after their clients. It is always difficult to know who to trust with their investments and we trust this firm 100%. As well as giving us investment advice they also were able to advise us on reducing our potential IHT liability. No pressure whatsoever and we just felt totally relaxed and confident that the advice being offered was exactly what we needed. Add a friendly environment ( and a nice cup of tea!) and the ability of the advisers to explain the options in a easy to understand manner made us feel we were in excellent hands. Would definitely recommend.

Cliff W.

5/5

I would definitely recommend the team at Dukes Financial Planning to anyone who is considering retirement and who needs help to navigate the UK pension market and negotiate with the annuity providers. This is a family business with a team that really deliver on their promises in a friendly and professional way. I couldn't be happier with the advice that I received and the outcome of their hard work. Thanks again to everyone at Dukes!

Steve B.

5/5

If you need financial and pension planning and investment support then look no further than Dukes. My wife and I have never felt more comfortable and secure in the care of any other professional body. They are extremely courteous and their advice and guidance to steer us through the pension maze has been both impeccable and unimpeachable.

karen W.

5/5

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,

Peter H.

5/5

I have over the past 20 years invested my pension savings with Dukes Financial. Initially through the amalgamation of a number of pension pots. These were invested in Ethical funds in a SIPP which was converted to a Wrap. These investments over time have significantly outperformed the markets. I can heartily endorse their services and would recommend them to any new or experienced investors as a safe haven for all their pension monies and other long term savings.

Denise D.

5/5

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.

Claire W.

5/5

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.

Loulou B.

5/5

An excellent family run business.... Taylor was professional, friendly and very knowledgeable. I would highly recommend Dukes for all your financial needs. Thank you for all your help with my pension!