DSNY is warm, friendly and caring. We're also straightforward, but always with a touch of humour!
We have 25+ years of experience and clients trusting us to do the right thing.
We won't sugarcoat the reality or avoid challenging conversations when needed.
Value for money is a combination of the quality of service, quality of products and the price you pay.
DSNY's existence is rooted in social worth. We exist to enable people to live the life they want to live in prosperity, whilst supporting local communities, good causes and charities.
We look to support activities that enhance people's lives and the planet. DSNY seeks out partnerships where there is synergy and collaboration, leading to even greater positive impacts.
Sustainability for DSNY is a fundamental principle. We see a perfect alignment between growing the business through supporting more clients, and making an ever increasing difference.
At least 10% of the profit from DSNY is used to support these sustainability goals - with a minimum of £30,000 a year.
We give at least £30,000 each year through donations, sponsorship and partnerships.
We currently support and donate to at least 10 charities, that cover the four sustainability goals identified.
DSNY has invested in energy efficient office space, electric cars and waste reduction to minimise our carbon usage. We offset unavoidable carbon usage through our Trees For Life partnership.
We have a highly experienced and qualified team of individuals who are passionate about making your experience with DSNY straighforward and enjoyable. We want you to see DSNY taking care of your financial planning and all the stuff that goes with it.
For most of our clients, we work on a fixed fee basis and you're never on the hook for anything that you haven't agreed to. Once we've understood the scope of the work involved, we'll then confirm fees to you.
There is also no cost for the initial consultation, giving us both an opportunity to decide if we'd like to work together.
The Chartered Insurance Institute (CII) has been entrusted with raising standards in the finance sector since 1912. They award Chartered status to individual professionals who display eminence in their field.
All SOLLA later life advisers specialise in the financial needs of older people. Professional qualifications, whilst essential, do not always give a full picture of an adviser's experience or expertise. Those advisers who have taken the further step to become independently accredited can offer the added reassurance that they can give the practical help and guidance needed to help you make the right decisions at the right time. Why would anyone choose a financial adviser offering anything else?
By choosing Paul, you are with a Financial Planner who has made a public commitment to professionalism. As a chartered financial planner, he maintains standards of excellence, ethics, business practices and professional development.
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.
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.
