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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.
 
Find out more about me below.

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There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

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.

More about me

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.