D M Cager (Financial Services) Limited

Independent Financial Adviser Prince Albert House, 20 King Street, Maidenhead, Berks, SL6 1DT

Response rating

7.0/10

15th July 2019

We can advise you on

Mortgages
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- Next home / Remortgaging
- Self-employed mortgages
Investments
- ISAs
- OEICs
Insurance & protection
- Healthcare
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Michael Duffin ACII

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

ACII - Associateship Examination (CII)

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Where to find us

Prince Albert House, 20 King Street, Maidenhead, Berks, SL6 1DT

Make an enquiry

About us

All of our advisers are highly qualified and have a minimum of ten years experience in the industry. We will establish each clients individual circumstances and requirements and tailor a solution to meet their specific needs. All costs will be discussed at your initial meeting which will be entirely free of charge.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Mortgages
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- Next home / Remortgaging
- Self-employed mortgages
Investments
- ISAs
- OEICs
Insurance & protection
- Healthcare
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

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

Preferred clients

Minimum wealth (income/assets)

£0

Minimum mortgage value

£0

Website

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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