Adrian Duke - Cohan
director dukes ifa: a passion to help you focus on your priorities deal with money issues that arise keep you on track@ Dukes Wills & Trusts
Aldenham, England, United Kingdom
View Adrian Duke - Cohan's Email
View Adrian Duke - Cohan's Email & Phone
Real-Time AI Research
0 search queries left
FlashIntel GPT
Hello! I'm FlashIntel GPT, your personal AI search assistant. Feel free to ask me anything about Adrian Duke - Cohan, and I'll do my best to assist you.
You

Tell me more about Adrian Duke - Cohan?

FlashIntel GPT

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.
For inquiries about Phone Number and Email, please click here Unlock Contact

Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@dukesifa.co.uk
+44 203824****
View Emails and Phone Numbers
10 free lookups per month

About

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

...See More

Work Experience

145-147 Sparrows Herne, Bushey Heath, Hertfordshire, WD23 1AQ, GB

Individual and Family Services

1
Show More

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.
Show More

Education

University of West London
University of West London

Business Studies

1982-1986