Why Choose Us

D. C. Financial Ltd are Chartered Financial Planners and independent Financial Advisers commited 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 regularly obtain new clients via personal recommendations from existing clients, many of whom have dealt with us since our foundation in 1995. The company was one of the first 10 firms in Wales to be awarded “Chartered” status. Staff are encouraged to obtain the highest levels of qualification via the Chartered Insurance Institute.

INVESTMENTS

Cash and Deposit accounts/ ISA’s / Investment Bonds / Investment Trusts / Unit Trusts / OEICS / VCTs.

LIFE INSURANCE

There are various ways to protect you, your family and your business including: Life Assurance, Critical Illness Cover and Income Protection.

PENSIONS

A pension is still one of the most tax efficient and failsafe ways of saving for your retirement, it is never too late to start one.

TAX PLANNING

Many taxes can be avoided with the correct advice and planning.  We can help!

Call today on 01792 321473 and book your free financial consultation