Duke Wealth

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Duke Wealth is a trading style of Medical Professional Ltd. an Appointed Representative of Vision Independent Financial Planning Ltd.
Vision is authorised and regulated by the Financial Conduct Authority (FCA). To verify Vision's status visit Financial Services Registration for Firm Reference Number 487395.
Vision's registered office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall TR11 4SZ.
Medical Professional Ltd. is Registered in England and Wales. Registration Number: 08569599.
The Financial Conduct Authority do not regulate Estate & Inheritance tax planning, Wills & Family Trusts, Tax planning & Mitigation and Advice on Job Expenses & Claims and certain types of Mortgage.
The guidance or information contained within this website is subject to the UK regulatory regime and is therefore aimed at consumers in the UK. Investments can fall as well as rise and you might not get back the amount invested. ** Taxation - The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.

If you wish to register a complaint against Duke Wealth, please visit the Vision Independent Financial Planning Ltd. website via the link below.

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About Us

Duke Wealth is a fully independent and whole of market provider of investment solutions to private and commercial clients.
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‍With such a wide range of choice in financial products and services, it can be confusing to know where to turn or what to do for the best. Our advice is offered on a completely independent basis, as we have no allegiance or association with a product provider or fund management group.

We are innovative in our approach to the needs of our clients, working hard to ensure that you receive the best service, best value and best advice at all times.

Our services to you

We deliver a tailored service backed up with traditional values whilst at the same time being a contemporary and dynamic company in tune with today’s world. We see the importance of looking back, whilst at the same time making sure we are always moving forward.
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As a client of Duke Wealth you can expect a number of benefits from our bespoke advice offering a range of services which are focused on your long-term financial security.

Our comprehensive services include the following:

Investment Planning
Pension & Retirement Planning
Tax Planning and Mitigation (which could include IHT Planning)
Power of Attorney & Court Protection
Wills and Family Trusts
Discretionary Portfolio Management
Master Portfolio Services (MPS)
Unitised Portfolio Services (UPS)
Passives, Platforms & Trackers
Enterprise Investment Schemes (EIS)
Venture Capital Trusts (VCT)
Alternative Investment Market (AIM)
Offshore Investment & Accounts
Trustee & Charity Fund Management
Life Assurance
Income Protection & Critical Illness Covers

The FCA does not regulate IHT, Wills and Family Trusts.

Our commitment to you

From the outset you will notice what an individual and bespoke offering you can expect from us. Our business revolves around our clients, so you will find that we take the time in the beginning to discuss with you your financial aspirations now and goals for the future. We will work with you to understand what is important to you and your attitude towards reaching your individual needs.
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We are here to offer you a direct and long-term committed relationship put together with a personalised approach and professional skills.

We are authorised and regulated by the Financial Conduct Authority (FCA) and we aim to treat every client fairly and honestly within the FCA Treating Customers Fairly guidelines.

What Does Duke Wealth Mean For You?

Your own dedicated independent financial adviser with years of experience.
Choice when it comes to how, where and when you wish to discuss your financial planning needs in a professional and friendly manner.
Totally independent financial advice for your present and future goals.
Access to a variety of financial solutions giving you a comprehensive and fair analysis of what needs to be done to secure your bespoke solution.
An ethical and transparent approach to client service that is fair, honest and trustworthy.

We follow a structured process:
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‍Understanding your needs and expectations
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Assessing risk tolerance
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Agreeing a suitable strategy and providing advice Investment solutions and selections
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Portfolio construction
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Ongoing support, advice and suitability
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We are transparent on our charges:

Maximum Initial Advice Charge of just 2%*+ VAT if applicable
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ISA Offer – 0% Initial Advice Charge on ISA transactions
(single, regular and transfers)
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Maximum Ongoing Advice Charge of just 0.5% + VAT*

Hourly rate tariff if required*

*Full details can be found in our latest ‘Client Agreement’ available on request.

The next step…

Initial Consultation

First meeting, discussions and information gathering. Taking the time to understand your
situation, goals and attitudes.

We analyse your current financial position, income, outgoings, existing arrangements seeking to structure your goals, maximise tax efficiencies and highlight future needs.

Provide a structured next meeting agenda for discussion, reviewing findings and solutions on a whole of market basis.

We complete your planning and provide a written report outlining all actions and recommendations.

We agree your preferences for ongoing service, future reviews and requirements.

Hopefully this information sets the scene for Duke Wealth and what we are able to do for you through our independent financial advice service.
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If this service appeals to you, please feel free to get in touch for an initial consultation. This meeting is complimentary and you can choose whether you want to visit us or for us to visit you, at a time that suits you best. We can also entertain evening meetings and weekends, should this prove more convenient for you.

Ongoing Advice Service
We provide regular reviews to ensure your financial needs are fully covered and you are on track to achieve your goals and objectives.
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We fully brief you on your financial planning portfolio and discuss whether any action needs to be taken moving forward.
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We keep an eye on tax efficiency and performance to ensure the best returns are achieved long term.
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We are always available when you need us and your adviser is only ever a phone call away.
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We will alert you to anything that may affect your finances i.e. legislation, regulatory, and tax.

Contact Us

Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law. For further details on how we handle your personal information, please see our Privacy Policy page.
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If you wish to register a complaint against Duke Wealth, please visit the Vision Independent Financial Planning Ltd. website via a link that can be found here.

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