DAG Financial Solutions Limited

Independent Financial Adviser  15 Parklands Close, Redditch, Worcestershire, B97 6PZ
First meeting at adviser's own cost
We have been helping clients achieve their financial planning objectives for many years providing a trustworthy reliable service
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Daryl Gidley
Independent Financial Adviser/Director

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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

Where to find us
Head office address: 15 Parklands Close, Worcestershire, Redditch, B97 6PZ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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