Take control of your financial future
and make your dreams come true

We offer a fully comprehensive financial advice service

Wealth Management

We will regularly assess your benefits and make appropriate recommendations.

We help you track your investment performance

Since there are so many different types of savings and investments, and there are potential risks with investments in particular, it is wise to seek expert advice which can be tailored to suit your own circumstances.

We can help you with your retirement planning

A pension plan requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.

Pensions

Often, people save for a specific reason and it's usually the safest way to build up a pot of money.

“Plans are of little importance, but planning is essential.” ― Winston Churchill, former British Prime Minister

At Duke Godley, we do things a little differently. Planning and preparation is the key to success. That’s with most things in life and more so with your finances. We are passionate about helping people arrange their financial affairs to achieve the best possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are met while allowing them to get on with living!

When it comes to making decisions about your money, trust is vital. You need advisors who you can rely on to keep YOUR financial interest their top priority; a team who has the experience and the knowledge to find solutions that meet your specific needs.

We recognise that many of you know exactly what you are doing with your money. However, there is always something more you can do just that little bit better to achieve your financial goals.

We work closely with our clients so that they not only understand and are comfortable with the plans we set up, but really engage and interact with the planning process to get as much out of our service as possible. We always do everything we can to ensure our advice is straightforward and exceeds expectations.

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Complaints or disputes

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details:

www.financial-ombudsman.org.uk