At Duke Wealth we pride ourselves at putting our clients at the centre of everything we do. We also pride ourselves at being as innovative as possible when considering our proposition and believe we are a market leader in treating customers fairly.
As detailed in our Services and Client Agreement document we reduce our initial costs based on the amount of money you invest over time.
Medical Professional Limited take into consideration all the investments you make and discount its charging structures accordingly. This enables clients over time, as they build on their investment portfolios, to achieve greater value which again will have a positive impact on your future investments.
Not only do we apply fair and reasonable charges to our client’s investments, we also link family members together. This means that whenever a husband and wife invest or parents on behalf of their children, we look at the transaction as one for funds under management.
As a family, all your savings benefit by being managed with the support of Medical Professional Limited and you all benefit from our reducing initial advice structure.
When you transfer funds from another provider either by choice or necessity, your existing provider will sometimes make a charge on exit. This is why you see a difference between values and transfer values. If this is the case and you are making a transfer under advice from Medical Professional Limited, we take this in to consideration when applying our own charges and discount the initial advice charge wherever possible. This is to help avoid ‘double charging’ for our clients which we feel is both unfair and unreasonable.
As detailed in our Services and Client Agreement’ document, we reduce our initial costs based on the amount of money you invest over time.
Duke Wealth take into consideration all the investments you make and discount its charging structures accordingly. This enables clients over time, as they build on their investment portfolios, to achieve greater value which will have a positive impact on your future investments.
Not only do we apply fair and reasonable charges to our client’s investments, we also link family members together. This means that whenever a husband and wife invest or parents on behalf of their children, we look at the transaction as one for funds under management.
As a family, all your savings benefit by being managed with the support of Duke Wealth and you all benefit from our reducing initial advice structure.
When you transfer funds from another provider either by choice or necessity, your existing provider will sometimes make a charge on exit. This is why you see a difference between values and transfer values. If this is the case and you are making a transfer under advice from Duke Wealth, we take this in to consideration when applying our own charges and discount the initial advice charge wherever possible. This is to help avoid ‘double charging’ for our clients which we feel is both unfair and unreasonable.
We are constantly looking into new and innovative ways to support our clients and to provide them with market leading independent financial advice, services and products. If you have a close look at our proposition and compare it with others, we are sure you will agree we are the provider of choice.
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.
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.
