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