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Dominic D’souza

Financial Planning Consultant AdvDipFA, CeMAP, Chartered ALFBF, BA international Business in London

A little bit about Dominic

I am a Chartered ALFBF and Pension Transfer Specialist offering an expert and personal service to all my clients.
 
Having worked in financial services for more than 17 years, I have built up a wealth of knowledge and experience. This has seen me provide a broad range of advice, mainly to directors, professionals, and retired clients, to help them with practical solutions to their financial planning concerns and achieve their aspirations.
 
My advice covers all aspects of financial planning, including retirement planning with defined benefit and defined contribution advice, investment strategies, wealth protection, trust provision, tax and estate planning.
 

Start the conversation

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

My emphasis is on building and maintaining long-term relationships with my clients and providing them with a source of trusted advice as their financial needs evolve over the years.
 
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
 
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
 
Tax treatment varies according to individual circumstances and is subject to change.
Trusts and Estate planning are not regulated by the Financial Conduct Authority.
 

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 August 2022.