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About
US

We offer a fully comprehensive financial advice service

Your financial security. We know how important it is to you

We have been in the business of financial planning and management for over 30 years. For us, there’s nothing more satisfying than a happy client, who feels they’ve made the most of their life and their years of hard work.

As a company, that’s what we strive for; to see our clients enjoy their wealth, in whatever way they want, whether it’s travel, private school fees or a property for their children.

We’ve worked with clients across income-levels, businesses, professions and complex family circumstances to know that a robust financial plan and its management needs time, up-to-date knowledge of what’s out there and a deep understanding of needs and aspirations.

Our business is built on a set of principles that include:

A holistic approach. We have a deep understanding of our clients’ circumstances, aspirations and cultural needs

up-to-date knowledge of financial products, tax laws and government regulations

the ability to plan and implement a strategy to help you achieve your financial goal with regular reviews

passion, trust and a sense of integrity

“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.”

Consumer Duty

At Duke Godley, our clients are at the heart of everything we do. We are committed to delivering good outcomes for our clients and to meeting the requirements of the FCA’s Consumer Duty.
Our approach is centred on providing clear, fair and transparent advice, suitable products and services, and ongoing support that reflects our clients’ individual circumstances, needs and objectives.
Our commitment to Consumer Duty is reflected in four key areas:

01

We put the needs, objectives and characteristics of our clients at the heart of our business and aim to deliver good outcomes for our clients.

02

We ensure that the products and services we recommend are appropriate for our clients’ needs, objectives and circumstances.

03

We aim to provide fair value through our services and the products we recommend, with costs that are reasonable in relation to the benefits and outcomes provided.

04

We provide clear, timely and relevant information to help our clients understand their options and make informed decisions, using plain English wherever possible.

05

We provide ongoing support and aim to ensure that our clients can access our services, ask questions and raise concerns without unreasonable barriers.

06

We regularly review our services, processes and communications to identify opportunities to improve and ensure that good customer outcomes remain central to the way we operate.

Feedback

Your feedback is important to us. We want to know whether your experience of us lives up to your expectations.
If you have any feedback, good or bad, let us know, because your views are vital to helping us improve our service to you in the future.
To send us your feedback, please click on the ‘contact us’ button and send us your thoughts.

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