Personal Financial Planning (Individual & Family) - DGS Chartered Financial Planners

Personal Financial Planning (Individual & Family)

Our aim at DGS is to provide a full bespoke independent advice service that is relevant to each individual clients’ needs and aspirations.

The advice process starts with the gathering of information about you, understanding what your goals and aspirations are and what planning you already have in place. At this stage, we will also discuss and agree with you the areas you would like to discuss.

All of this can be done either at your home or place of work, or at one of our offices. In most cases the initial consultation is offered to you FREE of charge.

At DGS we base our decisions on what is best for you the client. We don’t sell products, we build solutions to help you achieve your goals and aspirations, and being totally independent means that we can consider products from all firms across the market giving you unbiased and unrestricted advice. This allows us to select the most competitive products suitable to meet your needs from the whole of the market, giving you peace of mind to know that you are receiving the right advice and the highest standards of service.

 

To visit the FCA consumer website –The Money Advice Service – please  click here.  You will then leave DGS IFA Ltd and enter into a third party website.  DGS IFA Ltd are not responsible for the content of any third party website. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.  A TYPICAL FEE FOR ADVICE IS BETWEEN 0.25% AND 1% OF THE LOAN.  THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE WILL AND ESTATE PLANNING SERVICES AND SOME FORMS OF MORTGAGES.

For a free consultation to discuss your Personal Financial requirements together with any other financial needs

Contact Us today

"My husband and I have been clients of Sue Middleburgh for 21 years when she helped us in buying our previous house and since then she has managed our finances amazingly well over all this time. Previous to Sue we had other IFAs but none had shown the commitment to us and knowledge that she […]"

Lorraine and Alex, Essex

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