Financial planning

We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon.

Your needs today could be significantly different to those of the future. Financial planning can provide a means of reducing current tax liabilities as well as enabling you to provide for your future. You may wish to plan for a child's education or the purchase of a dream home or perhaps for income in your retirement.

No effective financial plan can ignore the effects of outside influences like accidents, long term illness or loss of employment. It is also important to ensure that assets will (eventually) pass to the next generation at the least possible cost in terms of capital gains and inheritance taxation.

our expertise

We provide financial services through DNG Financial Solutions Limited which is authorised and regulated by the Financial Services authority. All our advisers are qualified and look to provide you with professional and impartial advice. We always look to find solutions for your needs that work throughout the many different stages of your life.

Insurance and Investment products differ greatly in areas such as tax treatment, charges or investment returns. We constantly monitor the whole market to ensure you receive advice about the product that best meets your needs.

our independence

As Independent Financial Advisers, our business has no links or ties to any one product provider. We can access Life Assurance, Pension or Investment products from across the whole marketplace. This means we can choose from amongst 30,000 financial products to provide the best for you.

our range of services

Our range of services is comprehensive and designed to ensure that we can provide a single point of reference for all of your financial planning needs both now and in the future:

• Company pension schemes
• Self administered and self invested arrangements
• Stakeholder schemes
• Personal pension arrangements
• Keyman business assurance
• Shareholder protection arrangements
• Personal life insurance
• Permanent health cover
• Investment management
• Investment reporting and valuations
• Advising and arranging collective investments (ISA’s, unit trusts and investment bonds)

Contact us today to find out more about how we can help.