Financial Adviser Cheshire
Work with a Financial Adviser in Cheshire
Dominion Financial Management are a team of qualified, experienced and FCA regulated Independent Financial Advisers (IFA) firm based in Willington, Cheshire, England. Our team have over 30 years of experience in the financial industry, advising and consulting with clients on many aspects of their financial matters, delivering first class wealth management services along with financial planning and advice.
What we offer as an IFA
We understand that the choices you make with your money can have a profound impact on your life. We’ll help you weigh the options and make informed decisions that will lead to long-term success and financial planning.
As qualified and experienced Financial Advisers, we offer a number of key services and also specialist services. At Dominion FM, we work within the locality of Cheshire and also globally, offering key financial products/services in five main areas of financial advice and financial planning:
Pensions
Having a pension is one of the most important steps you can take in securing your financial future. A pension allows you to enjoy the benefits of steady income after retirement. Having a good pension plan in place can help secure your finances in your retirement. We can work with you to review your current and prospective pension plan(s), offering financial advice and options to suit your needs. You can read more on pensions HERE.
Investments
We know that having a good investment strategy is key to success. That’s why we offer a range of solutions tailored to meet your specific needs and requirements, and our team of experts are here to help you every step of the way. Read more about our Investment financial services HERE.
Protection
Life assurance policies are a great way to protect yourself and your family financially in the future. Life assurance is an insurance policy which provides you with financial protection in the event of your death or serious illness, allowing for peace of mind that if the worst were to happen, you have provided for those you care about. We offer a number of key products to cover all eventualities. Contact us today to discuss your requirements.
Retirement Planning
Planning for retirement is important – don’t wait until it’s too late. We can help you create a retirement strategy and retirement plan that fits your needs. We can provide access to the retirement planning services you require, and we can help you make the most of your retirement opportunities. Contact us today to get started.
QROPS (Pension transfers abroad)
This is a specialist area of financial planning under the regime of the HMRC Qualifying Recognised Overseas Pension Scheme. If you are retiring abroad, then it’s critical to transfer your pension safely and legally, taking into account taxation. We offer a dedicated service to do this as it’s a UK regulatory regime and is subject to strict regulation and controls. You can read more about our QROPS services by clicking HERE.
Our goals as your Independent Financial Adviser
- It’s essential that we help find and invest your funds wisely, but doing that is not our only mission. We want to help you make better financial decisions. Our main goal is to help people to live better lives by advising them on how to make better decisions about their money and investments.
- We will focus on helping you achieve your financial goals by providing valuable advice and support, and we will work with you to help create a financial future that is comfortable for you.
- We’ll help you get your finances in order so that you can feel confident and clear about your life. With our guidance, you’ll be able to make smart decisions and reach your financial goals.
As a local IFA based in Cheshire, we are very keen to establish relationships with all of our locally based clients, which will be based on long-term trust and providing you with quality financial planning products and services throughout your investment life-cycle.
You can contact us by clicking HERE.
Frequently Asked Questions
What is an IFA?
An experienced and qualified Independent Financial Adviser will look carefully at your financial situation and know what other needs you have. The adviser should be able to suggest adjustments as the financial markets change and as you meet your goals. They should be able to compare all the products and services that are currently offered by various financial institutions and help you to determine which ones are the best for you. Your adviser should also continually monitor the financial markets and can make recommendations to ensure that you are achieving your financial goals.
At Dominion Financial Management, we can help you achieve your long-term financial goals with clear financial planning advice. Contact us today by clicking HERE.
Is it worth paying for a Financial Adviser?
A financial adviser can help you save money in many ways. For example, they can recommend pension schemes, investments, and protection products with lower costs, thereby saving you money in the long run.
What is the normal fee for a Financial Adviser in the UK?
Fees for financial advice vary significantly based upon what service or product you are taking. We offer an upfront and transparent pricing model, so you are aware of the costs prior to making any big decisions.
What exactly does minimising risk in your investments look like?
Minimising risk in your investments means taking a proactive approach to ensure that your portfolio is diversified across various sectors and asset classes. This could mean investing in stocks, bonds, mutual funds, ETFs, and other financial instruments. It is important to understand the different types of investments available and how they might fit into your overall financial plan. A good strategy for minimising risk is to spread out your investments over different markets and asset classes so that you are not overly exposed to any one particular sector or investment vehicle. Additionally, it is essential to assess the potential returns of each investment before committing any capital and regularly review the performance of existing investments.
Who regulates Financial Advisers?
The FCA (Financial Conduct Authority) regulates our industry. We are registered with the FCA. You can check our registration by clicking HERE.
What if I need to raise an issue with you?
In the unlikely event of needing to resolve an issue, you can contact us directly. In the unlikely situation that we can’t resolve your issue, the FOS (Financial Ombudsman Service) can help mediate. You can contact the FOS by clicking HERE.
Contacting Us
Get in touch with us today.
You can call or telephone us on 01829 423140
Or you can email us at info@dominionfm.co.uk
Or go to our contact page and fill out our contact form.
Dominion Financial Management Ltd are a team of independent financial advisers based in Cheshire.
We are authorised and regulated by the Financial Conduct Authority, no. 763604
We are a registered company in England and Wales, no. 09427666
LEGAL NOTICE
Whilst every effort is made to ensure that the information contained within this page is correct, these notes are by necessity brief and of a generalised nature. We would recommend and provide specific personalised independent financial advice and investment advice prior to finalising any arrangement with you.
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates, and tax legislation. This article is intended to provide a general appreciation of the topic, and it is not advice.
Your information is treated as confidential by us and held in accordance with our privacy policy.