D&G Independent Strengthens Its Investment Proposition

Through Partnership With Leading Fund Researcher

24-July-2018

 

Image L-R: Darren Booth (Director, D&G Independent), Jason Broomer (Head of Investments, Square Mile), Gary Slater (Director, D&G Independent) D&G Independent Ltd, a rapidly growing financial planning and wealth management company based in North East Wales, has joined forces with a high pedigree investment research and consulting business to optimise its investment proposition for new and existing clients.

 

D&G Independent has worked closely with Square Mile Investment Consultancy & Research Limited to launch a centralised investment proposition tailored to fulfil the exact needs and financial aspirations of its clients. The independent financial advisers at D&G Independent will now have access to a range of investment portfolios constructed for a variety of outcomes and attitudes to risk. The portfolios are flexible, allowing the company’s independent financial advisers to remain in full control of their clients’ investments.

 

Commenting on the new partnership, Gary Slater, Director of D&G Independent, said:

“Working with Square Mile will enable us to increase our investment options for the benefit of our clients. We share the same ethos as Square Mile, whose commitment to offering a highly personalised service is paramount. These investment portfolios complement our existing range of wealth management options, which is why we see this partnership as the start of a long and mutually-beneficial relationship.”

 

Square Mile is an independent investment research and consulting business whose focus first and foremost is on in-depth, qualitative fund research. Having worked closely with directors at D&G Independent, Richard Romer-Lee, Managing Director at Square Mile, said:

“We are delighted that D&G Independent, a forward-thinking and client-focused organisation, has partnered with Square Mile to deliver portfolios designed to meet their clients’ ongoing financial goals. We share a similar vision and both companies are dedicated to operating with honesty, integrity and fairness. Our managed portfolio service enables advisers at D&G Independent to access our service at all times and offer it as a complementary solution alongside their existing and comprehensive wealth management proposition.”

 

D&G Independent is committed to providing comprehensive, tailored and truly independent financial advice. The company’s highly experienced and qualified IFAs support clients to achieve their financial goals, such as maximising income, moving house, planning for retirement and managing capital gains.

 

 

At D&G Independent, we can offer whole of market advice and identify the right mortgage to suit your exact needs. Our initial consultation is free of charge and, should you decide to go ahead, our fees are transparent from the outset of our relationship. To arrange an appointment, please call us on 01352 770292.

 

 

Back

D&G Independent Limited is authorised and regulated by the Financial Conduct Authority, No 585148.
D&G Independent Limited, Park House, Ffordd Byrnwr Gwair, Broncoed Business Park, Mold, Flintshire CH7 1FQ
T: 01352 754272 |  info@dandgifa.co.uk

Copyright © 2018 - D&G Independent Limited  | Privacy Policy

 

 

 

 

T: 01352 754272