REASONS OUR CLIENTS TRUST
D G FINANCIAL SERVICES
Every client's needs vary in complexity. Whether you seek expert advice or have specific investment needs, we approach each client uniquely. This means we do all we can to get the best results for you, your family, and your business.
WHY SHOULD YOU CHOOSE D G FINANCIAL SERVICES?
Choosing D G Financial Services as your independent financial adviser provides you with a wealth of benefits. We understand it can be challenging to find a financial adviser who fits your needs. However, D G Financial Services provides focus and custom solutions designed for each client's unique financial situation.
We're all about our clients - we listen to your needs and create solutions that fit your specific needs. Our highly qualified and experienced team provides transparent and independent financial advice. Our financial planner's advice is free from any institutional bias, allowing us to put your interests first.
At D G Financial Services, we support complete financial planning. As a result, we make sure to consider and manage every part of your finances. Whether you need investment advice on leaving an inheritance while minimising tax. Or strategies for setting up and managing a personal pension, our advisers are well-equipped to guide you.
Plus, we are regulated by the Financial Conduct Authority. This means you can trust our reliability and dedication to growing and protecting your wealth.
This means you can rely on D G Financial Services to advise on the intricacies of your financial situation expertly.
Schedule online meetingHELPING YOU GROW AND PROTECT YOUR MONEY
Regular advice is key to meeting your financial goals and keeping your future safe. We work hand-in-hand with our clients to provide tailored financial help. This helps them make plans, stay on course, and feel secure about their finances.
Contact UsPLANNING IS KEY FOR A SECURE FINANCIAL FUTURE
Success starts with setting goals. That being said, these goals guide us. This is where we, D G Financial Services, come in to help. As your independent financial advisers, we are fully committed to serving you.
D G Financial Services has been around since 2010. We always give impartial advice. By constantly watching the financial market, we can recommend the most appropriate options for your financial needs.
We encourage you to look around our website and learn about who we are, our knowledge, experience, expertise, and how we do business.
For anything more, don't hesitate to reach out to us.
OUR WAY OF WORKING
We are a diverse group of financial planners focused on your success. Our team offers a balanced mix of specialised knowledge and general guidance, providing a seamless financial journey. You'll team up with a team of passionate staff, including administrators, advisers, and specialists. This gives you access to various investment options, from the usual to the unique.
Contact UsRetirement Planning
D G Financial Services work with you to consider all the options based on your needs and risk appetite.
Investment Advice
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.
Financial Protection
Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.
Equity Release
We all look forward to the day when we can stop or cut down on the amount of time we spend at work and finally start to enjoy all of the things we’d like to do once we’ve retired.
Inheritance Tax
Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising. Few taxes are quite as emotive – or as politicised – as Inheritance Tax.
Long-Term Care Planning
Long-term care planning can get quite complicated, particularly when it comes to funding, as the cost depends on several unknowns, including how long we are going to live.
Trusts
One of the most effective ways you can manage your estate planning is through setting up a trust. A trust is a legal arrangement where one or more trustees are made legally responsible for assets.
Mortgages
At D G Financial Services, we understand that every mortgage journey is unique. That's why we offer expert, tailored advice to make your mortgage work for you.
Insurance
At D G Financial Services, we understand your insurance needs may be complicated, and it can be difficult to know where to get the cover that is right for you.
D G Financial Services Ltd
Diss Business Hub (DBH 29), Hopper Way, Diss, Norfolk, IP22 4GT
Telephone: 01379 454508 Email: info@dgfs.biz
D G Financial Services Ltd is registered in England and Wales no. 06405618. Registered office, 47 Butt Road, Colchester, Essex, CO3 3BZ.
D G Financial Services Ltd is Authorised and regulated by the Financial Conduct Authority.
D G Financial Services Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 523247.
If you wish to register a complaint, please write to russell.golledge@dgfs.biz or telephone 01379 454508
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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01379 454508
info@dgfs.biz