Adrian Duke - Cohan
University of West London
Tell me more about Adrian Duke - Cohan?
Adrian Duke - Cohan is a highly experienced wealth management and financial advisory professional with 35.8 years of work experience. Based in Hertford, United Kingdom, Adrian specializes in wealth management, pensions, investments, and strategic financial planning. He is passionate about building wealth and security, and offers free face-face financial check-ups and access to new ideas. Adrian's expertise lies in assisting businesses with objectives, ambitions, accounting, and MI goals, ensuring peace of mind. He is dedicated to guiding businesses towards their goals and ensuring peace of mind. Adrian's specialties include long-term business relationships, investment and retirement strategies, portfolio creation and management, and estate planning and wealth preservation.
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Thank you for viewing my summaryThe types of client who would benefit from our services are a business owners, directors and other successful individualsAs your partner in building wealth & security, we are passionate in focusing on ways that can help you live the life that want to live. By engaging Dukes IFA you are assured of regular face-face financial check-ups, access to new ideas brought to you by the Dukes IFA teamBy acting as your confidant we can work with you to ensure you are on track to meet future targets and goals, providing you with peace of mindMost of us running a business have objectives & ambitions, proper accounting & MI and targets we expect to meet. Now imagine a business without any vision or objectives; no balance sheet, no profit & loss account, no budget and no cash flow plan. How difficult would it be to steer that business towards its goals? Few of us use the same values in our personal lives. We will help you adopt them personally, in a hassle-free manner so you can:- Crystallise your lifetime goals- Create & maintain a personal lifetime cash-flow plan to achieve those goals- Be certain you will never run out of money- Control your tax liabilities- Become & remain financially well organised- Have a more secure & certain future.Our services will help you:- Feel in control of your finances- Be clear about your options - Be able to identify & achieve your financial goals - Be able to manage your cash flow effectively- Reduce your tax liabilitiesPeople who will benefit most from our services are owner-manager/directors or other successful individuals seeking advice. They may have existing investments/advisers, but are dissatisfied with product performance or the adviser relationship has broken downOur Specialties are: Long-term business relationshipsInvestment & Retirement StrategiesPortfolio creation & managementEstate Planning & Wealth Preservation
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director dukes ifa: a passion to help you focus on your priorities deal with money issues that arise keep you on track
Estate Planning Adviser Proprietor
Individual and Family Services
Adrian Duke - Cohan's Professional Milestones
- Financial Adviser (1988-01-01~1990-01-01): Provided expert financial advice strategies to optimize business performance and drive sustainable growth.
- Director (2004-11-01~): Driving strategic initiatives to achieve organizational growth and achieve sustainable growth.
Education
Business Studies
1982-1986Skill
Wealth Management
Financial Advisory
Pensions
Investments
Strategic Financial Planning
Financial Services
Estate Planning
Financial Planning
Retirement
Portfolio Management
Wealth
Investment Strategies
Finance
Asset Allocation
Retirement Planning
Financial Risk
Inheritance Tax Planning
Income Protection
Strategy
Management
Protection
High Net Worth Individuals
Insurance
Mortgage Lending
Savings
Investment Advisory
New Business Development
Wealth Management Services
Critical Illness
Term Life Insurance
Trusts
Fixed Annuities
Employee Benefits
Risk Management
Personal Finance
Tax
Asset Management
Life Insurance
Financial Planners
Financial Advice
Mortgage
Retirement Income Strategies
Annuities
Sipp
Personal Financial Planning
Roth Ira
Saving For Education
Retirement Savings
Asset Managment
Alternative Investments
Certification
Other Named Adrian Duke - Cohan
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Adrian Duke - Cohan works for Dukes Wills & Trusts
Adrian Duke - Cohan's role in Dukes Wills & Trusts is director dukes ifa: a passion to help you focus on your priorities deal with money issues that arise keep you on track
Adrian Duke - Cohan works in the industry of Individual and Family Services
Adrian Duke - Cohan's latest job experience is director dukes ifa: a passion to help you focus on your priorities deal with money issues that arise keep you on track at Dukes Wills & Trusts
Adrian Duke - Cohan's latest education in University of West London