David and Graham established D & G Financial Planning Ltd with one goal in mind; to ensure that all our clients receive outstanding levels of service throughout the full duration of their individual financial journey. In our four decades of collective experience in the financial services industry, it is our considered opinion that the most effective way to deliver the levels of service our clients deserve and expect, is by delivering bespoke financial solutions in a clear, friendly manner.
Having the peace of mind knowing that your finances are in order and that your wealth is being properly managed...Read More
You may have concerns about your existing investments – their performance, their accessibility and associated tax...Read More
With life expectancy increasing, there is a rising demand for long term care. What happens to our welfare...Read More
The mortgage marketplace is an extremely competitive and sophisticated arena. The choice of products ...Read More
You work hard for your money – so it is seems right that you are rewarded with as much of it as possible...Read More
Unless you have a crystal ball, none of us know exactly what lies around the corner. If a sudden or unexpected...Read More
We have known Graham Holman for a number of years in the capacity of being our Financial Planning consultant. In our time and dealings with him, we have found him a pleasure to do business with. He has proved to be very responsive to our needs and his financial advice has proved to be sound and reliable. He manages our Unit Trust portfolio for us. He is a very personable person and our regular meetings with him save us a journey into Eastbourne. He is quick to respond by email or any telephone requests. We have no problem in recommending Graham as a reliable and responsive Financial Planning Consultant.