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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.

Start the conversation

Let’s work together to see how professional financial advice could benefit you.
Contact me today

An adviser’s insight

Graphic of people in a meeting discussing the value of advice

Financial advice is about more than managing money

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.

More support than many people realise

More support than many people realise

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:

  • retirement planning
  • tax planning opportunities
  • pension consolidation
  • estate and legacy planning
  • financial planning through major life events
  • managing investments through changing market conditions.

Building confidence in your financial future

Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.

If we work together, I can help you:

  • gain clarity over your options
  • understand opportunities available to you
  • stay focused on long-term goals
  • build a clear financial plan
  • make informed decisions with confidence.

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

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.
 

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

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.

3. On going check-ins, on your terms

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 August 2022.