Financial Planning Consultant ACSI in Windsor
I am an accomplished professional with a great deal of dedication. I started my career on the trading floors of J.P. Morgan and Lehman Brothers, where I learned a great deal about international markets. In addition to being a member of the Chartered Insurance Institute and the Chartered Institute for Securities & Investment, I have a diploma in Regulated Financial Planning. My enthusiasm for assisting clients in reaching their financial objectives and creating enduring, sustainable wealth is fuelled by my experience in intricate financial settings.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Windsor
SL43
United Kingdom
Dion is located in Windsor and offers expert financial advice to suit your needs.
I am a highly dedicated and experienced financial professional with a deep-rooted passion for helping individuals and families achieve their financial goals. With over two decades in the professional services industry, my journey began on the fast-paced trading floors of Lehman Brothers and J.P. Morgan, where I gained invaluable exposure to global markets and developed a robust understanding of financial dynamics. Professional Credentials My academic foundation in finance was driven by a genuine desire to help others manage their wealth effectively. I hold a Diploma in Regulated Financial Planning, equipping me with an in-depth understanding of UK financial regulations, compliance, and strategic planning.
As a committed member of both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI), I uphold the highest standards of ethics and professionalism. These memberships reflect my dedication to continuous learning and best practice in the evolving financial landscape. My Approach Central to my approach is a strong client-focused philosophy. I prioritise getting to know each client’s unique values, goals, and concerns, which allows me to create financial strategies that are both tailored and purposeful.
To me, financial planning goes beyond figures and forecasts - it's about empowering individuals to take confident, informed steps toward a secure financial future with clarity and peace of mind. I prioritise building lasting, meaningful relationships founded on trust and open communication. From crafting tailored investment portfolios to strategizing for retirement and risk management, I collaborate closely with each client to develop practical, forward-thinking financial solutions that align with their goals.
Professional Development & Industry Engagement The financial landscape is dynamic and constantly evolving. To stay ahead, I actively participate in industry seminars, workshops, and training events. With a strong interest in sustainable finance, investment management, and UK tax legislation, I recognise their increasing significance to my clients. By keeping up with emerging trends and regulatory developments, I ensure that my guidance remains insightful, forward-thinking, and tailored to their needs. Personal Values & Interests Integrity and professionalism are at the heart of everything I do. I believe that honest, transparent financial advice fosters stronger relationships and drives better results. Equally, I am passionate about education—providing clients with the knowledge and confidence to actively engage in the financial decisions that shape their future.
Beyond my professional commitments, I prioritise a well-rounded work-life balance. I have a passion for continuous learning, always exploring new insights in personal development and finance. In my free time, I enjoy playing golf, staying active at the gym, and cherishing quality moments with my family.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 October 2024.
