Helping you reach your financial goals of tomorrow

by making the right decisions today

Magnifying-Glass-Clipart-Black-and-White

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.

unnamed.jpg

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 software, tools 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.

Monitor and review

Your Financial Plan will need to be reviewed on a regular basis to account for changes to taxation, legislation, markets, the wider economy as well as your own circumstances, goals or values and ensure you remain on track to achieving your goals.

WHAT OUR CLIENTS 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 -