Skip to main content
Search

Dominic D’souza

Financial Planning Consultant AdvDipFA, CeMAP, Chartered ALFBF, BA international Business in London

A little bit about Dominic

I am a Chartered ALFBF and Pension Transfer Specialist offering an expert and personal service to all my clients.
 
Having worked in financial services for more than 17 years, I have built up a wealth of knowledge and experience. This has seen me provide a broad range of advice, mainly to directors, professionals, and retired clients, to help them with practical solutions to their financial planning concerns and achieve their aspirations.
 
My advice covers all aspects of financial planning, including retirement planning with defined benefit and defined contribution advice, investment strategies, wealth protection, trust provision, tax and estate planning.
 
Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

More about me

My emphasis is on building and maintaining long-term relationships with my clients and providing them with a source of trusted advice as their financial needs evolve over the years.
 
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
 
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
 
Tax treatment varies according to individual circumstances and is subject to change.
Trusts and Estate planning are not regulated by the Financial Conduct Authority.
 

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.