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    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

    Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.Read More

    All businesses are exposed to risks in their day-to-day operations. Without business insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.

    Adequate business insurance is therefore not a luxury - it is an absolute necessity. These days, many people are not afraid to seek compensation. Read More

    Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.

    You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications Read More

    Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.

    Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future - from something as simple as a broken bone...Read More

    The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners. It can provide the reassurance of financial protection for you, your family and your business associates.

    A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies...Read More

    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level...Read More

    When someone talks about savings and saving money, it could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.

    Investing is what you can do with the savings you have created - if you are looking to generate a return on your money that is greater than what is already available to you through your...Read More

    Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

    Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.

    An expert will be able to help you plan your taxes in advance...Read More

    If you plan and invest your finances strategically and earlier on in your life there’s nothing stopping you from enjoying your dream retirement, perhaps a cruise down the river Nile or a holiday in the Swiss Alps and being there for your children when they need you. Engage the services of an experienced financial advisor who can guide you through the multitude of options available and recommend the most relevant solutions for your specific needs. Later Life or Retirement Planning has its own set of unique requirements and here are some questions to discuss with your financial advisor.Read More

    Everything you leave when you die, less anything you owe, is called your 'estate'. A will sets out what is to happen to your estate. It is a legal document which, although it can be changed after your death, will normally be followed as written.Read More

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Duke Godley Financial Planning Ltd
Congress House
14 Lyon Road
Harrow
Middlesex
HA1 2EN
T: 020 8515 1200
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Registered office address: As company address.

Registered in England and Wales under reference 2268794.

Duke Godley Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.

Duke Godley Financial Planning Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 629938.

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The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

 

 

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