Qualifications
At work
Dominic joined the financial services industry in 1994. Over the years he has focused on building his knowledge through advanced qualifications, including achieving Chartered status and becoming accredited by the Society of Later Life Advisers (SOLLA).
Dominic is experienced in dealing with a very wide range of client scenarios, ranging from basic financial and investment planning through to complex estate planning, long-term care, corporate benefits, and property purchase in pensions. He particularly enjoys taking clients on a financial journey using financial modelling and then seeing the fruits of good financial planning being realised.
Estate planning & employee benefits are not regulated by the Financial Conduct Authority.
At home
Dominic is a keen sports fan; he particularly likes watching football or golf and will occasionally pick up a club himself. A self-proclaimed flatpack expert, he’s always open to a new DIY project, having accumulated a reasonable collection of tools over the years.
In the spotlight
Fancy tea and biscuits? It’s on us
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