How we do it

In order to provide quality Independent Financial Advice we aim to meet as many of our clients as possible so that we can deal with them on a face to face basis. This firstly gives us chance to meet each other, after which it allows us to carry out a fact finding exercise to ensure we know as much as possible about you before giving any advice. This way we can be sure that the advice you receive is the best for you and your circumstances.

Having gathered the relevant information we then use this in a confidential manner to carry out extensive research on your behalf before presenting our solutions to your needs and requirements.

Upon presenting our advice, you are not obligated to accept this, although great care is taken when exploring your needs to ensure that the advice we provide is appropriate and in line with your objectives. Therefore, our clients value our advice and find that later in life they, their family or their business benefit by acting upon it.

tel. 01527 60259
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DAG Financial Solutions Ltd is an appointed representative of pi financial Ltd, Company Number 3556277. pi financial Ltd is authorised and regulated by the Financial Conduct Authority. FCA 186419.
pi financial ltd is registered in England.  Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU.
DAG Financial Solutions Ltd  is registered in England.  Head Office registered address - 115 Hither Green Lane, Redditch, Worc's, B98 9BN, Company Number 08754718

The Money Advice Service (Financial Conduct Authority Consumer Information)
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