Helping you reach your financial goals of tomorrow

by making the right decisions today

Review & Understand

In the first step of your financial journey we will review what you have now and then build a clear understanding of what it is you want to have, along with any specific goals and objectives. This isn't necessarily always about money, it is also the other important things you want from life.

Planning and Advice

After understanding where you are and where you want to be, we can then build your financial plan and strategy to help you get there. Using  a combination of financial modelling and our technical expertise on investments, pensions, mortgages and taxation, we will be your Financial SatNav helping you find the most efficient route, avoid pitfalls and enable you to make clear and confident decisions about your wealth by exploring different options and scenarios before committing to them. 

Monitor and review

Everything changes and it is no different when it comes to taxation, legislation, markets, the economy, your circumstances, goals or values. It is therefore important to regularly review your arrangements and financial plan with your adviser so that you can make the necessary adjustments to keep on track to reaching your goals.

WHAT PEOPLE SAY

"Mike Haigh, Domus Financial Services, has been providing me with personal financial advice for over 15 years. I was introduced to him through friends who had already been using his service for some time. His advice on my pensions, investments, property and planning for my retirement has been reliable and effective over this period and I recommend him to anyone looking for good quality, up to date, personal finance advice."

 

 - L Ottery, Managing Director of Cristalise Ltd -

Write

Domus Financial Services

Trym Lodge

1 Henbury Road

Westbury-on-Trym

Bristol

BS9 3HQ

Call

T: 0117 959 6476

© 2019 Domus Financial Services

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Domus Financial Services is an appointed representative of Quilter Mortgage Planning Limited and of Quilter Financial Services Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited are entered on the FCA Register (http://www.fca.org.uk/register) under reference 440703 and 440718.

 

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

 

The Financial Conduct Authority does not regulate Buy to Let Mortgages, Auto-enrolment, Inheritance Tax Planning, Employee Benefits, Lasting Powers of Attorney & Trusts.

Registered Office: Trym Lodge, 1 Henbury Road, Westbury-on-Trym, Bristol, BS9 3HQ.  

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