Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 9 )

Pensions ( 11 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 6 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 3 )

£100k - £200k ( 1 )

Up to £50k ( 7 )

£50k - 100k ( 2 )

Client reviews

First impression from a user who is not yet a client

February, 2020

Overall

Please provide a brief comment about your experience with Anthony

Good communication, very friendly and helpful and clear on all the possible risks of investment

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Re-mortgaging

How has Anthony Dukes helped you?

Hi, sourced the best deal that suited my needs. I was given options to choose from that were more competitive than what you could get on the high street banks and online

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

To be honest , nothing. Anthony was open, honest and transparent from the beginning. He listened attentively to what I wanted and found an excellent deal for me. Better than what I could of Independently got.

First impression from a user who is not yet a client

January, 2019

Overall

Please provide a brief comment about your experience with Anthony

I didnt proceed with my appointment. I spoke to him on the phone and advised him of the position.

First impression from a user who is not yet a client

November, 2018

Overall

Please provide a brief comment about your experience with Anthony

very helpful took time to explain all i needed to know

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Wanted to start a pension.

How has Anthony Dukes helped you?

Explained everything to my understanding.

Have you seen the outcome you were hoping for?

Yes, pension all set up.

What could they have done better?

Nothing, it was all very good!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Change in job circumstances

How has Anthony Dukes helped you?

He made my options clear and easy to understand.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I had several pensions from various employers and needed advice on what was the best option for me and my family upon my retirement. Anthony also helped me maximise my ISA allowance for the last few years.

How has Anthony Dukes helped you?

Anthony explained all of the options available to me in a way that I was fully able to understand.

Have you seen the outcome you were hoping for?

Yes, the pensions have done remarkably well and I have no problems with them.

What could they have done better?

Nothing.. The amount of papework that required signing was considerable but understandable.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

No single circumstance - just thought it would be an idea.

How has Anthony Dukes helped you?

Clear and to the point.

Have you seen the outcome you were hoping for?

In terms of the pension, it will take a while to find out! However, he was clear in our dealings and that was important.

What could they have done better?

Can’t really add to this - I appreciate succinct advice and that’s what I got.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Northumberland

What were the circumstances that caused you to initially look for an adviser?

We needed to determine the best way forward financially given our age, family circumstances and the uncertain times we are living in!

How has Anthony Dukes helped you?

Anthony provided genuine help and advice regarding our investments and pensions. His honesty, knowledge and pragmatism helped to reassure us and feel confident about the future.

Have you seen the outcome you were hoping for?

Yes. We now have a clear focus and plan for the future. We will be reviewing it with Anthony in the new year as part if his ongoing service to us.

What could they have done better?

Anthony was always on hand to answer any queries or address any issues we had and this was a massive improvement on Financial Advisors we have used in the past so in our opinion he couldn't have done anything better.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

Anthony advised me on my pension

How has Anthony Dukes helped you?

He helped me find a good pension for myself and my wife

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No problems

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We had to find a new mortgage deal.

How has Anthony Dukes helped you?

Found us the best possible deal.

Have you seen the outcome you were hoping for?

100%.

What could they have done better?

Anthony was first rate, it's difficult to see how he could have done any better.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Advise on a mortgage as we were buying a house

How has Anthony Dukes helped you?

Anthony looked for the best mortgage for us

Have you seen the outcome you were hoping for?

Yes we have had the outcome we were wanting

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

We were first time buyers looking to get a mortgage.

How has Anthony Dukes helped you?

He advised us of our options and got us a great deal on our mortgage, helping us through the whole process. He also put us in touch with a great solicitor.

Have you seen the outcome you were hoping for?

Yes, we got a great deal on our mortgage.

What could they have done better?

Nothing, his advise was very helpful throughout the whole process

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I needed pension and investment advice and wanted an expert.

How has Anthony Dukes helped you?

He helped me understand the options I had in a clear and concise way. He was professional, friendly and put no pressure on me to make a decision.

Have you seen the outcome you were hoping for?

Yes, I’m very pleased and wished all financial advisers were like him.

What could they have done better?

Nothing. He is the standard that others should try and attain.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed advice on various aspects of financial planning and was recommended this adviser.

How has Anthony Dukes helped you?

I found Anthony understood exactly what I wanted and explained everything in a clear and concise way. I felt very comfortable discussing my personal details with him during the meetings. He made it a very easy and stress free process and I will continue to use Anthony for all my financial needs in the future.

Have you seen the outcome you were hoping for?

I am very pleased with the outcome and ongoing advice.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Anthony Dukes helped you?

We found Anthony took the trouble to understand our long-term goals and gave us sound advice within that context. We felt very confident that Anthony would find the most appropriate product for our needs and would act in our best interests. He was straightforward and reassuring to deal with and struck a balance between keeping things moving without any stressful chasing. In short, we found Anthony to be good value for money and both professional and easy to deal with. We have used Anthony twice for advice and will definitely use him again if and when the need arises.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Lancashire

How has Anthony Dukes helped you?

I feel extremely comfortable that Anthony has always taken the time and trouble to understand my ever-changing goals, attitude to risk and overall situation Further he always takes the time to explain how and why his recommendations are the best possible solutions I always know exactly where I stand regarding Anthony’s fees and charges and I always feel that he offers me ‘value for money’. The service he provides is professional – he knows what he is talking about yet is never afraid to admit, on rare occasions, that he is near the limits of his knowledge. He has always applied common-sense in his dealings with me and my family and I have always been prepared to recommend his services to others. Finally I am happy to state that I have always known Anthony to be ethical, honest and caring in his dealings with his Clients.

What could they have done better?

Very little really! Perhaps communicate a little more when we are not actually working on a specific piece of business but I am being extremely 'picky' and I do know how busy he is!

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Lancashire

How has Anthony Dukes helped you?

Anthony Dukes has advised me extremely well, and more importantly, listened to my needs and expectations. I felt totally happy and secure in his hands.

What could they have done better?

N/a ... Totally happy with my advisor.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in London

How has Anthony Dukes helped you?

Honest, straitforward, no-nonsense advice. Highly recommended

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Monmouthshire

How has Anthony Dukes helped you?

Listened to my needs and understood fully what I was after. Offered me some good options and also made it easy by making the product fit my budget rather than the other way round. Helpful in filling out the forms.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has Anthony Dukes helped you?

Anthony conducted a full financial review for me earlier this year. He spoke to me in a jargon free language that I understood. He advised me on the best funds to invest my money. Anthony also reviewed my pensions ensuring they remain suitable for my future needs. I will be using Anthony again in the future and have already recommended him to friends and family.