What we do

Here at DAG Financial Solutions Ltd we pride ourselves on providing quality Independent Financial Advice to both Private and Corporate Clients.

We appreciate that each client's circumstances and requirements will be different from the next and their need for advice will be very specific. Therefore, we take a bespoke approach to providing advice paying careful attention to your individual or corporate needs, to ensure that the advice you or your company receive is tailored to your exact requirements.

We aim to deliver the highest standards of quality service in a timely manner, and have flexible working hours to see clients at a time convenient to them, whether that be early in the morning or late into the evening.


We appreciate that people's day to day lives can be very busy,  which is why we aim to be accommodating with our approach to how and when we see our clients.

The majority of our client meetings are carried out in the comfort of their own homes, or at the work place in the case of corporate clients, this way you are naturally in a more relaxed environment without the need to travel.

We endeavour to continually use a professional approach with our clients, treating all our customers fairly when addressing their needs. For more information on what we do take a look around our website, or call us and one of our friendly staff will be happy to help you.
tel. 01527 585325
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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 - 15 Parklands Close, Redditch, Worcestershire. B97 6PZ, Company Number 08754718

The Money Advice Service (Financial Conduct Authority Consumer Information)
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