About Us

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Duke Wealth is a trading style of Medical Professional Ltd. an Appointed Representative of Vision Independent Financial Planning Ltd.
Vision is authorised and regulated by the Financial Conduct Authority (FCA). To verify Vision's status visit Financial Services Registration for Firm Reference Number 487395.
Vision's registered office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall TR11 4SZ.
Medical Professional Ltd. is Registered in England and Wales. Registration Number: 08569599.
The Financial Conduct Authority do not regulate Estate & Inheritance tax planning, Wills & Family Trusts, Tax planning & Mitigation and Advice on Job Expenses & Claims and certain types of Mortgage.
The guidance or information contained within this website is subject to the UK regulatory regime and is therefore aimed at consumers in the UK. Investments can fall as well as rise and you might not get back the amount invested. ** Taxation - The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.

If you wish to register a complaint against Duke Wealth, please visit the Vision Independent Financial Planning Ltd. website via the link below.

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About Us

Duke Wealth is a fully independent and whole of market provider of investment solutions to private and commercial clients.
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‍With such a wide range of choice in financial products and services, it can be confusing to know where to turn or what to do for the best. Our advice is offered on a completely independent basis, as we have no allegiance or association with a product provider or fund management group.

We are innovative in our approach to the needs of our clients, working hard to ensure that you receive the best service, best value and best advice at all times.

As an independent financial adviser I am able to select the correct products for clients from the entire market, which means I can recommend a product from any company provided it suits the client's needs.

With such a wide choice of companies, investments and savings tools, our clients can be reassured that they are not simply being provided with a standard recommendation but instead are receiving personalised advice and tailored solutions.

Ralph Stratton dip pfs

MANAGING DIRECTOR
INDEPENDENT FINANCIAL ADVISER

07712 702 555
ralphstratton@visionifp.co.uk

Ralph Stratton

Ralph Stratton has been an extremely successful and award winning financial adviser for over 30 years. He has excelled with companies such as AXA/Equity & Law, Prudential, J. Rothschild Assurance/St. James’s Place and Wesleyan/Medical Sickness.

“As a specialist adviser looking after professionals and their families, I felt I needed to offer my clientele a fully independent proposition and access to a comprehensive range of company products and services."

“Vision Independent Financial Planning was selected by me as our network provider, because they have the same philosophy and beliefs as I do with regards to independent advice, treating customers fairly and also have a desire to put clients at the centre of everything they do."

"We pride ourselves at being as innovative as possible when considering our proposition and believe this supports our approach to treating our customers fairly. When you look closely at our proposition, I am sure you will agree that we are clearly the provider of choice for professionals."

VISION WAS FOUNDED OUT OF THE DESIRE TO PUT THEIR IFAS CLIENTS AT THE CENTRE OF EVERYTHING THEY DO

Vision

Vision Independent Financial Planning Ltd (Vision) is a dynamic and established network whose Head Office is based in Falmouth Cornwall, where the company originally started. Vision’s Appointed Representative firms comprising of Independent Financial Advisers (IFAs) use whole of market research with no restraint or commitment to any products or providers, to tailor independent financial advice to individual client needs, providing a range of advice to private and corporate clients, charities and trusts, court of protection clients and professional advisers throughout the UK.

Independent Financial Advisers have joined Vision because they share in the company philosophy– a passion and determination to provide the most appropriate financial advice and support to clients, backed up by regular contact with a strong administrative team.

A dynamic, established and award winning business
Committed to remaining independent
Freedom of advice giving you choice and access to the relevant markets bespoke to you
Customer satisfaction levels of consistently above 98% and 90% of customers willing to recommend
A dedicated experienced Independent Financial Adviser on a continual basis there for your present financial goals and future aspirations

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Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law. For further details on how we handle your personal information, please see our Privacy Policy page.
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If you wish to register a complaint against Duke Wealth, please visit the Vision Independent Financial Planning Ltd. website via a link that can be found here.

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