Dales Independent Financial Advisors

Independent Financial Adviser Queens Head Chambers, 42 Kirk Gate, Newark, Nottinghamshire, NG24 1AB
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Local Independent Financial Advice, Experts in Investment, Pension & Retirement Options, Flexi Access Pensions, Life cover & mortgages
We can advise you on
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Long term care
Meet our advisers
Philip Dales DIP PFS Certs CII (MP & ER)
Director - IFA
What our clients say
This was the first time we used DALES Independent Financial Advisers services and we are more than satisfied with all the help we received. The advice we got from Philip and the support from Nikki was outstanding. We would recommend it to our friends and family, thank you once again. Bea and Peter
Bea & Peter, Newark
In uncertain economic times, we were looking for a way to maintain our lifestyles should anything happen to us or with our current employment situation. DALES were essential in not only guiding us to the best solution, but also ensuring that the application process was handled smoothly.
Jude, Nottingham
DALES, conducted themselves in a very professional yet friendly manner offering tailored advice regarding our pension annuities - they always kept us well informed by communicating with us on a regular basis - we would have no hesitation in recommending them to our close family and friends. Thank you once again.
Andrew, Nottingham
I have entrusted my financial investments to Philip Dales since 2008 and despite the current state of the financial markets, have been delighted to see an appreciable return over the past few years. I consider Philip to be an astute young man with a wealth of financial experience and knowledge. I would not hesitate to recommend him as an excellent financial adviser
Norma, Nottingham
Where to find us
About us

We are a local Independent Financial Advisor, with offices just off Market Square in Newark town centre. Within easy walking distance of all the major car parks. We help you navigate the minefield of financial advice and achieve the financial goals you set yourself. We are expert financial advisors with 18 years of experience in all aspect of financial planning, including Pensions, Investments, Savings, ISA's, Protection and Mortgages. Call us today for your free initial consultation.

Our services

Pensions, Income Drawdown & Flexi Access, Investments, ISA's, Savings, Protection and Mortgages

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

P N DALES LTD is authorised and regulated by the Financial Conduct Authority 496 107. Your home may be at risk if you fail to keep up repayments on any loan secured against it.

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