Dominic D’souza
Financial Planning Consultant AdvDipFA, CeMAP, Chartered ALFBF, BA international Business in London
A little bit about Dominic
Dominic is a Chartered ALFBF and Pension Transfer Specialist he offers a specialised and personal service to all clients.
Having worked in financial services for over 17 years, Dominic has built up a wealth of knowledge and experience. This has seen him 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.
Dominic’s advice covers all aspects of financial planning, including Retirement Planning with Defined Benefit & Defined Contribution Advice, Investment Strategies, Wealth protection, Retirement Planning, Trust provision, Tax & Estate Planning
My emphasis is on building and maintaining long-term relationships with my clients and to provide 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.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
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An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
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.
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.