D M Cager (Financial Services) Limited

Independent Financial Adviser  Prince Albert House, Berks, SL6 1DT
We can advise you on
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Healthcare
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Michael Duffin ACII

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.

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.

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

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.

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.

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.

Where to find us
Head office address: Prince Albert House, 20 King Street, Maidenhead, Berks, SL6 1DT
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021

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