
Dominic Johnson
Financial Planning Consultant BA (Hons), DipFA,CeMAP in Leeds
A little bit about Dominic
Dominic is an experienced and enthusiastic financial adviser who has experienced many different roles in financial services. He will develop solutions to the areas that matter to you the most, from savings and investments, pensions and retirement, protection and insurance planning and inheritance tax planning.
Dominic’s approach is to make clients feel at ease when it comes to their finances and help them achieve their financial goals.
Having worked extensively with public sector schemes and more exclusively with NHS workers Dominic has helped clients understand their pension arrangements. Having particular expertise in the Civil Service pension scheme Dominic has helped guide clients to make the most suitable decision when it comes to taking their pension benefits.
Dominic also works with sole traders and small limited companies to help achieve complex financial matters maximizing all available benefits.
Dominic understands how daunting making financial decisions can be and makes sure he is available every step of the way.
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An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
Services
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness 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.