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.
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
15 Parklands Close, Redditch, Worcestershire, B97 6PZ
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