about us
Dains Financial Services Ltd are independent financial advisers (IFA's) or planners. We are not restricted to the products of one company, or even to a limited panel of providers. This means that we can provide "whole market" advice & are absolutely committed to the principles of genuinely independent financial advice.
We are concerned about helping our clients to adequately plan their finances & put in place workable strategies to achieve their goals. You should not therefore expect a quick sale, rather the beginning of an ongoing financial planning process, where we work with you as your circumstances change. We provide carefully researched & impartial advice on pensions, bonds, life assurance, health & medical insurances, long-term care plans & inheritance tax liability insurance.
We are careful to delegate responsibility in highly specialist areas. If required, therefore, we may refer you to an expert if you require assistance with individual stocks & shares or discretionary portfolio management, specialist forms of general insurance & mortgages.
We match our advice & recommendations as precisely as possible to your circumstances, preferences & objectives & will:-
- treat any information provided to us as confidential
- obtain precise information from your existing advisers & products providers the we can base our advice on.
- carry out open market comparisons with great care
- provide you with clearly documented reasons for our advice or recommendations
- keep you informed of progress whilst working on your behalf