Welcome to D.C. Financial Ltd: Independent, Chartered Financial Advisers

D. C. Financial Ltd are Chartered Financial Planners and Independent Financial Advisers, directly authorised and regulated by the Financial Conduct Authority. We are committed to providing the best possible advice, service and support. We deal with individuals, families and businesses and take the greatest care to understand their specific needs. We pride ourselves on the amount of personal recommendations from existing clients, many of whom have dealt with us since our foundation in 1995, that lead to new clients. We were one of the first 10 firms in Wales to be awarded “Chartered” status. All our staff are encouraged to obtain the highest levels of qualification via the Chartered Insurance Institute.
As a Chartered firm, we aim to provide our clients with cost-effective solutions, backed up by regular personal service. Founded in 1995 by David and Carol Smith, the company provides independent financial advice throughout Wales and the Borders.

PORTFOLIO MANAGEMENT

Our fully qualified advisers are here for you. We offer a competitive, bespoke investment management service tailored to your needs.

LIFE INSURANCE

There are various ways to protect you, your family and your business. Our advisers will take the time to find a cover suited to your needs.

HEALTH INSURANCE

Speak to one of our highly qualified advisers today, to find the best cover to protect your business & family against the effects of long-term illness.

MORTGAGE ADVICE

As an Independent Firm, we research the most competitive deals available for each application.

TAX PLANNING

Many taxes can be mitigated with the correct advice and planning. Speak to one of our advisers today, for independent professional advice.

INVESTMENTS

Make better-informed financial decisions on any of the following:
 Cash and Deposit accounts
 Investment Bonds
 Investment Trusts
 Unit Trusts
 ISA’s
 OEICS
 VCTs

PENSIONS

A pension is still one of the most tax efficient and fail-safe ways of saving for your retirement. A Chartered Financial Planner can guide you through this complex area.

Call today on 01792 321473 and book your free financial consultation