Adrian Duke-Cohan

Adrian Duke-Cohan

Dukes Lifestyle Financial Planning

Minimum savings/pensions: Over £250,000

Minimum mortgage: Over £250,000

0330 038 8941
Based in Bushey
View location
Top Rated 2025
Verified since: January, 2022
4.9 out of 5

46 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 April 2025

    Adrian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Adrian has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 23 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Adrian has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Adrian has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 April 2025

    Adrian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Adrian has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 23 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Adrian has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Adrian has not yet added their fees to their profile

I started my career in financial services in 1988. I hated the bureaucracy, politics and target-driven nature of the City, so left to set up my own fee-based practice in 2004. Today I provide lifestyle financial planning, helping clients answer how much money they need to maintain their lifestyle, without the fear of ever running out. I work best with people who are thinking about their future and would value a long-term relationship. Often working with business owners, couples, families, and individuals who may be in the midst of a life transition or simply want to take more control of their finances. Outside of work, I’m a family man and love sports – tennis, football, motor sports and skiing, to name a few. Also, I love to travel, having been to more than 50 countries across the world. My ambition is to make that 100!

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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