D&G Independent Ltd

Independent Financial Adviser 15 Sunningdale Close, Holt Rd, Wrexham, LL13 9QU

First meeting at adviser's own cost

Response rating

7.0/10

21st January 2019

Manage, grow and protect your finances at every life stage with our independent, impartial financial advice.

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Meet our advisers

Phill Davies Dip PFS

Office Manager

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Darren Booth Dip PFS Dip PFS

Director & IFA

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Gary Slater PFA Dip IP AwPETR

Director & IFA

Qualifications & Accreditations Hide qualifications

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Certificate in Equity Release

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Diploma In Investment Planning (DipIP)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

Peter Chappell FPC MAQ FPC MAQ

Whole of Market Mortgage Consultant

Qualifications & Accreditations Hide qualifications

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

What our clients say

“Having received poor financial advice and service from numerous advisers in the past we were recommended to speak to D & G Independent Ltd which has turned out to be the best move we have ever made. The personal service and attention to detail we have received from Darren Booth is second to none and we are very happy to have introduced Darren to our family and friends who are now also benefiting from the professional and personal service offered by Darren Booth and all the staff and D & G Independent”

George, Mavis and Darren Williams, Wrexham

“The services provided by D & G were excellent. The presentation given by Darren was comprehensive, informative, friendly and efficient. Nothing was too much trouble. I would have no hesitation in recommending their expertise to other colleagues”

John & Jean Gregg, Cheshire

I have been wary of financial advisers in the past, but dealing with Darren at D & G Independent has proven me wrong. Darren and the team at D & G Independent have conducted themselves in a thoroughly professional manner and have given me a new confidence in the financial services sector.”

John Williams, Wrexham

Where to find us

15 Sunningdale Close, Holt Rd, Wrexham, LL13 9QU

About us

D&G Independent Ltd offers comprehensive wealth management and mortgage services that will support you to achieve your financial goals. With a head office in Mold, Flintshire, and advisers situated in Wrexham, Ruthin and on the Wirral, we are ideally placed to support customers throughout North Wales and the Northwest. We adopt a holistic approach to financial planning and offer the highest standards of professional excellence and care.

Investments, Savings, Pensions, Protection, Mortgages.

Our services

D&G Independent Ltd was established in 2012 to bring a comprehensive wealth management service to people living and working in North Wales and the North West. With a number of locally based Independent Financial Advices and whole of market Mortgage experts, we have the experience and expertise to offer you a complete financial package to meet your ongoing objectives.

We work closely with professional associates, including local Solicitors, Accountants, Commercial Insurance Specialists and Commercial Lenders

• Personal and Group Pensions
• Investments
• Savings
• Mortgages, including Help To Buy
• Life Assurance

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

D&G Independent Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 585148.
Our permitted business is to provide investment advice and arrange life assurance, pensions, collective investments (e.g. unit trusts, investment trusts and OEICS) individual savings accounts, general insurance and mortgages including Right To Buy.
You can check this on the FCA’s Register by visiting the FCA’s website www.fca.gov.uk/register/home.do or by contacting the FCA on 0845 606 1234

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Contact options

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