Home › Financial Planners › Amber River SFIA › Stuart Duke

Based at

Amber River SFIA

Position

Independent Financial Planner

Serving clients in

South West

Stuart Duke

Independent Financial Planner

Stuart has worked as a Financial Adviser for almost four decades helping his clients with all aspects of financial planning. His forte is pensions and tax-advantaged investments.

Outside of work he enjoys making wine, playing tennis, walking with his wife, scuba diving and snorkelling.

Expertise in

Savings
Investments
Retirement planning
Income Protection
Tax Planning
Estate Planning
Business owners
Inheritance Tax planning
Inheritance Tax planning
Life insurance
Pension Consolidation

Talk to Stuart, call Amber River SFIA

01628 952 900

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Find out more about Stuart and the Amber River SFIA team...

Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Their advisers aim to build a lasting relationship with clients. They take pleasure in witnessing them achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way.

What our clients say

Mark Whittaker, Stamford

We were looking for some independent advice and reached out to SFIA, principally in relation to school fees planning. The advice we have received has always been well considered and presented and there has never been any suggestion that we are experiencing any sort of ‘hard-sell’. My adviser has been extremely efficient and thorough and the relationship has developed into one of great trust. He is incredibly responsive and his advice is always properly tailored to our needs.

We were looking for some independent advice and reached out to SFIA, principally in relation to school fees planning. The advice we have received has always been well considered and presented and there has never been any suggestion that we are experiencing any sort of ‘hard-sell’. My adviser has been extremely efficient and thorough and the relationship has developed into one of great trust. He is incredibly responsive and his advice is always properly tailored to our needs. Mark Whittaker, Stamford

Lisa Clarke

I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for the amazing service we have received.

I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for the amazing service we have received. Lisa Clarke

Fiona Reynolds, Banbury

Cheryl from SFIA, has given us valuable advice and support to achieve what we wanted. We really wouldn’t be where we are now without Cheryl.

Cheryl from SFIA, has given us valuable advice and support to achieve what we wanted. We really wouldn’t be where we are now without Cheryl. Fiona Reynolds, Banbury

Mr A Reis, Salisbury

My SFIA adviser has been working on our behalf for twenty years. He has always been reliable, trustworthy and extremely efficient. I would have no hesitation in recommending him to others.

My SFIA adviser has been working on our behalf for twenty years. He has always been reliable, trustworthy and extremely efficient. I would have no hesitation in recommending him to others. Mr A Reis, Salisbury

Neale Moss, Ilminster

We have been customers of SFIA for over 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds and investments. We would have absolutely no hesitation in recommending the services of SFIA and its advisers to potential clients as they have never let us down.

We have been customers of SFIA for over 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds and investments. We would have absolutely no hesitation in recommending the services of SFIA and its advisers to potential clients as they have never let us down. Neale Moss, Ilminster

Ms Saini

We’ve been with the SFIA group for many years. They’ve always been great and helpful with any concerns we’ve had in regard to our investment and finances. Aman is extremely professional and knowledgeable, and she takes a full interest in her clients and their concerns.

We’ve been with the SFIA group for many years. They’ve always been great and helpful with any concerns we’ve had in regard to our investment and finances. Aman is extremely professional and knowledgeable, and she takes a full interest in her clients and their concerns. Ms Saini

Mr Bailey, London

My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance.

My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance. Mr Bailey, London

Speak to us

To request an appointment call

01628 952 900

Or ask Stuart to contact you