Who we are
At Domus Financial Services we proivde a trusted, experienced and fairly priced financial advisory and planning service which aims to help you meet your long-term financial goals, make informed decisions and adjust to all the challenges you will face along the way.
We provide support to a range of clients, such as individuals, families, businesses and charities and aim to develop a long-term working relationship with advice that evolves and adapts in response to changes in their personal and business circumstances. Where possible we meet clients Face to Face but have the capacity to deliver remote advice.
How we work
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 for yourself, famiily or business.
Planning and Advice
After understanding where you are and where you want to be, we then build your financial plan and strategy for getting 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 adjust 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.
In these uncertain and fast-moving times, it is more important than ever to have a financial adviser that you implicitly trust and who you can rely on to provide you with expert advice on all types of complex and technical financial matters. When we act as your financial adviser, everything we do is driven by our core values outlined below:
Integrity - Your best interests will always be put first
Fairness - We will only charge fair and competitive fees for our work
Accountability - We will provide our services to you efficiently and on time
Development - Our advisers will never stop learning or broadening their expertise so to ensure you only receive the highest standard of advice
Alex joined both Domus and the industry in 2014. Since then he has been made partner, qualified as a chartered adviser with the LIBF and won adviser of the year in the New Talent Awards in 2020
Partner & Chartered Associate
Bethan joined Domus in 2022 and provides administrative support to our advisers ensuring cases go through as smoothly and efficiently as possible. She is currently working towards gaining her CII qualification and is excited to start her own advising journey.
Financial Planning Administrator
Simon started working as a paraplanner for over 10 years but now works in an advisory and partnership role bringing with him a considerable depth of technical expertise.
Eugenie, previously an adviser herself, has worked at Domus for over 10 years. Her specialist and technical knowledge of mortgages are second to none and essential in guiding our clients through their mortgage journey successfully.
Mike has been advising individuals, families and companies since 1986 during which time has held a number of high level appointments at insurance and wealth management firms.
Mary-Jane provides essential administrative support allowing our advisers to focus on delivering our clients financial plans and ensuring everything runs smoothly