Investments & Savings

If you are looking to take control of your finances through investments and savings, our Independent Financial Advisers can offer impartial advice and optimise a portfolio tailored to match your personal circumstances. With thousands of different products on the market, planning your financial future can be daunting. Seeking an informed choice is essential for you and your family, so you can enjoy long-term financial security.

 

As well as accessing whole of market investment opportunities, we partner with highly experienced and qualified fund researchers whose main focus is to provide in-depth, qualitative investment research. Using market-leading research based on latest economic trends, we provide insightful and informative advice to help you achieve your financial goals.

 

We can compile a portfolio structure based on your financial objectives and investment term, whether you want to invest for capital growth or create an income from your investments. With access to a wide range of planning tools, we can create a diverse and hard-working investment portfolio that gives you the best possible return.

 

Saving plans may offer limited growth compared to investments but they are less risky. If you would like to grow your finances steadily to prepare for emergencies, unexpected costs or a specific future event, we can find the right plan for you.

  • ISAs
  • Unit Trusts/OEICs
  • Investment Trusts
  • Portfolio Management
  • Offshore Investments
  • Ethical Investments
  • Socially Responsible Investments
  • Traded Endowment Policies
  • Venture Capital Trusts
  • Enterprise Investment Schemes
  • Exchange Traded Funds
  • Investment Bonds

At D&G Independent, we offer a complete, independent wealth management service providing thoroughly researched and sound investment advice.

Please call 01352 754272 or email info@dandgifa.co.uk to arrange your first, free consultation.

Investments can go down as well as up and you may not get back the original amount invested.

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

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If you are looking to take control of your finances through investments and savings, our Independent Financial Advisers can offer impartial advice and optimise a portfolio tailored to match your personal circumstances. With thousands of different products on the market, planning your financial future can be daunting. Seeking an informed choice is essential for you and your family, so you can enjoy long-term financial security.

 

As well as accessing whole of market investment opportunities, we partner with highly experienced and qualified fund researchers whose main focus is to provide in-depth, qualitative investment research. Using market-leading research based on latest economic trends, we provide insightful and informative advice to help you achieve your financial goals.

 

We can compile a portfolio structure based on your financial objectives and investment term, whether you want to invest for capital growth or create an income from your investments. With access to a wide range of planning tools, we can create a diverse and hard-working investment portfolio that gives you the best possible return.

 

Saving plans may offer limited growth compared to investments but they are less risky. If you would like to grow your finances steadily to prepare for emergencies, unexpected costs or a specific future event, we can find the right plan for you.

  • ISAs
  • Unit Trusts/OEICs
  • Investment Trusts
  • Portfolio Management
  • Offshore Investments
  • Ethical Investments
  • Socially Responsible Investments
  • Traded Endowment Policies
  • Venture Capital Trusts
  • Enterprise Investment Schemes
  • Exchange Traded Funds
  • Investment Bonds

T: 01352 754272