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.
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
“Duke Godley have proved to be an invaluable resource for all aspects of our financial planning. They have taken the trouble to get to know us and our needs properly before suggesting a plan of action.”
“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.
Don’t miss out on our latest blog articles and advice. Get your newsletter straight to your mailbox each month.