Financial Planning

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You work hard for your money, so it should work hard for you. Financial planning is about ensuring that your arrangements are suited to your lifestyle, long-term plans and your attitude to risk.  It is therefore important to take expert advice based on an in-depth understanding of your needs to gain the full benefit of your wealth.

Why choose DFS?

DFS remains committed to independence at a time when truly independent financial advice is increasingly rare. DFS firms are not affiliated to any suppliers of financial planning products, so our advice is always impartial and objective.

Working alongside tax specialists, financial advisers can offer tax-efficient planning advice that incorporates offshore and international opportunities.

Your DFS advisors will first carry out a comprehensive review of your personal circumstances and use this knowledge to create a successful wealth development strategy, from short-term high-yield investments to the long-term security of pensions.

What do we offer?

DFS’s expert, independent advice covers a wide range of areas including:

  • Retirement planning
  • Savings and investments
  • Business assurance
  • Property purchase.