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Contact us

Who we are

We help build you a better and brighter future, by empowering you to take action today.

Approachable

DSNY is warm, friendly and caring. We're also straightforward, but always with a touch of humour!

Trusted

We have 25+ years of experience and clients trusting us to do the right thing.

Direct

We won't sugarcoat the reality or avoid challenging conversations when needed.

Value

Value for money is a combination of the quality of service, quality of products and the price you pay.

Making a difference

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. 

People - Prosperity - Planet - Partnership

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.

10% of the profit from DSNY is used to support these sustainability goals - with a minimum of £20,000 a year.

We donate at least

£20,000 per year

We give at least £20,000 each year through donations, sponsorship and partnerships.

We support

Three organisations

We currently support and donate to three organisations that cover the four sustainability goals identified.

We are

Net zero

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.

Three main organisations we support:

Our Team

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.

 

Our approach to fees

We work on a 'no surprises' basis

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.

Making a commitment to professionalism

Chartered Status

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.

SOLLA Membership

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.

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.

  • 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.

"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

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We're here to help build you a better and brighter future

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