Dales Independent Financial Advisors
Local Independent Financial Advice, Experts in Investment, Pension & Retirement Options, Flexi Access Pensions, Life cover & mortgages
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Buildings and contents
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Income protection insurance
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Tax & trust planning
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Group Pension/Stakeholder
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Group life insurance
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Group private medical insurance
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Long Term Care
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Last authorised 22nd February 2021
Meet our advisers
MR Philip Dales DIP PFS Certs CII (MP & ER)
Director - IFA
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ER1 - Equity Release (CII)
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This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
CF6 - Certificate in Mortgage Advice (CII)
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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.
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
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
Where to find us
Head office address: Queens Head Chambers, 42 Kirk Gate, Newark, Nottinghamshire, NG24 1AB
Service coverage
Preferred clients
Minimum wealth (income/assets)
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Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
