DAG Financial Solutions Limited

Independent Financial Adviser 15 Parklands Close, Worcestershire, Redditch, B97 6PZ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
22nd October 2018
We have been helping clients achieve their financial planning objectives for many years providing a trustworthy reliable service
We can advise you on
    • Bad credit
    • 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
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Daryl Gidley
Independent Financial Adviser/Director
Where to find us

15 Parklands Close, Worcestershire, Redditch, B97 6PZ

Contact us
About us

At DAG Financial Solutions Ltd we pride ourselves on providing quality independent financial advice to both private and corporate clients.

Working flexible hours enables us to see clients at a time convenient to them. Our advice extends across the whole of the financial market place covering Pensions and Retirement Planning, Investments, Protection, Mortgages, Equity Release and Estate Planning amongst other things.

We offer flexibility around how we get paid for the work that we do, and like many other Adviser firms work on a fee basis and costs will be discussed with you at your first meeting which will be free of charge and without obligation.

Our services

We focus on our clients every need and pay particular attention to addressing their precise requirements and objectives to achieve the best possible outcome for them, their families and their business.

We do this by being attentive and taking time to listen, understand and get to know our clients

After which we then provide a first class service to source and then recommend suitable financial planning solutions before agreeing the best way forward

We also provide an ongoing service throughout the year (where necessary) to ensure that the plans we put in place remain appropriate by carrying out regular reviews

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0

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