Dom has offered financial planning advice since 1993. His aim is to make the rest of your life the best of your life. He helps his clients to create the lifestyle they have always wanted, by using highly regarded cash-flow planning software. He aims to provide you with clarity about your financial future.
Dom became an Independent Financial Adviser in 1996, working as a sole trader. He converted the firm to a Limited Company in 2013 whilst at the same time electing to restrict his service to offering advice on regulated products only. He is sick of constantly reading about people losing their money in hair-brained, unregulated schemes which are too good to be true. Decent returns can be achieved even if you restrict yourself to investing only in regulated products.
Dominic conducts most of his meetings in his office but offers home visits as well.
Dom's co-director is his wife Julie and his son Ben is Dom's personal assistant.
Whilst Dom offers a comprehensive, lifestyle planning service to all his existing and prospective clients, his particular interest is in "later life" planning. This largely means getting your financial affairs in order so that your family don't pay out unnecessarily in the event of loss of capacity, ill health and subsequent death. Getting old is bad enough as it is, without the fear of losing everything you have worked for.