Contact us
Contact us

Live your best life

Helping you plan for the future you want, through an engaging financial planning service.

Welcome to DSNY

We're passionate about making a difference to clients, community and charity - and the synergy that can be created.

Financial planning is a process of aligning your priorities, values and aspirations with every aspect of your finances. It's about understanding where you are now, where you want to be in the future and the best way to get there. We'll bring this to life with a detailed road map giving you our recommendation to enable you to make informed financial choices.

For most people, getting professional financial advice is liberating and an enjoyable process that brings certainty and peace of mind. Often, there's a realisation that the wealth people have created will allow them much greater choice and opportunity to live a better life than they thought. 

We empower you

DSNY empowers you to live the life you want, through achieving financial independence and peace of mind.

We give clarity

If something is complex, whatever it is, our team will make it straightforward.

We save time

We take care of your financial admin, leaving you to spend time on your life.

"Friendly, compassionate and objective."

Paul has consistently and with complete customer focus given friendly, compassionate and objective professional advice/services to our family over the years. During life’s ups and downs and in the face of risks and opportunities, Paul has helped us plan and make important financial decisions with increasing confidence and we trust him completely. 

The expansion of his team and online services has given us assurance to learn and evaluate how our financial portfolio has performed. We feel more in control about our present and more certain about our family’s financial future, thanks to Paul and the DSNY team.


S Cooksey-Wood, Wiltshire, June 2023

"Thanks to Paul, I have financial security."

I’ve spent most of my life in Operations in financial services. When I needed to get my finances in order, Paul was the person I went to, that was nearly 15 years ago. When my husband died 3.5 years ago, Paul made sure that financially I was going to be ok which at that difficult time was exactly what I needed.

He is extremely knowledgeable and approachable and keeps up to date with the all financial services news. I trust Paul completely and when we have our reviews he explains things simply to me as the world of FS can be very complex.  

The best thing I can say about Paul and his team are that they guide me through the maze of financial services in a calm and easy way. Paul worked with me to understand what my financial goals looked like in the future and thanks to him I have financial security.


L Muir, June 2023

"His knowledge of the financial industry is second to none."

Paul and his team have been fantastic in helping us achieve early retirement with no stress or worries. Paul is always at the end of the phone and always has the answer to our questions. His knowledge of the financial industry is second to none. Incredible service and support, would highly recommend.


L Tomlin, June 2023

"I’m in a position where my finances are clear and understood."

Like everyone, I lead a very busy life, but having met Paul who is straight talking, professional and personable, I’m in a position where my finances are clear and understood, which enables me to make significant life choices, with peace of mind for me and my family.


D Jones, COO, June 2023

Peace of mind, whenever you need it

We cover all the areas you'd expect us to as part of delivering lifestyle financial planning.

Our wealth planning proposition is typically designed for clients with at least £300,000 yearly earnings or at least £3m net worth. If you fall outside of this, we're still always happy to have a chat and see if we can work together.

What we do
  • Pensions & Retirement Planning
  • Investments & Tax Advantaged Vehicles
  • Later Life & Estate Planning
  • Corporate Planning
  • Mortgages
  • Protection

And not forgetting the important stuff...

Mortgages
Please note your home may be repossessed if you do not keep up repayments on your mortgage.

Investments
The value of investments can fall as well as rise and you may not get back the amount originally invested.

IHT/Tax Planning/Estate Planning etc.
Please note that the FCA do not regulate will writing, tax planning and trusts.

Equity Release
This form of lending is most suitable for those over 65, however, it’s possible to do this if you are over 55. It is important to understand that these are lifetime mortgages.

Latest news

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Helping build you a better and brighter future

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