Established in 1999, we are a boutique firm of independent financial planners based near Wimbledon. At Solomon's IFA we create stress-free financial plans designed to achieve, maintain and protect a desired lifestyle. We are seeking long-term client relationships, built upon mutual trust, enabling us to create and provide a valuable service.
I know nothing of financial matters and would be lost without someone to guide and advise me. Dominic is someone I trust absolutely. I know him to be ethical which is important to me, and capable. He is easily approachable, explains things in a way that even I can understand, and allows me to ask any question however obvious or basic.
I know nothing of financial matters and would be lost without someone to guide and advise me. Dominic is someone I trust absolutely. I know him to be ethical which is important to me, and capable. He is easily approachable, explains things in a way that even I can understand, and allows me to ask any question however obvious or basic.
Services
We are a boutique firm of independent financial planners established in 1999. We create financial plans designed to achieve, maintain and protect a desired lifestyle. We craft and hone your plan which will provide you with the greatest chance of accomplishing your unique goals based upon your core values.
We are seeking long-term client relationships, built upon mutual trust, enabling us to provide a valuable bespoke service. We want to work in tandem with you and enable you to have the best chance of achieving your goals. Most people are not ready for the truth, but then we don't work with most people.
Getting organised is a chore and when it comes to money - how we spend it or save it - most people find this difficult to face. Unfortunately, it is important and your planning requires good information. Tackle one of these challenges each day, in this order, skipping only those that do not apply to you, but be mindful that make a note that they aren't.
Our service is not right for everyone, but it may be perfect for you. The only way to find out is for us to get together and have a 'no strings, grown up conversation' to see if we are right for one another. We will meet for an introductory meeting at our expense. At the end of the meeting, we can agree to take things further or not.
Words are cheap, time is not. Solomon's is built around listening to our clients; it is not built to sell financial products. There is no easy way to get to know one another. It takes time. This is costly but deeply valuable. We only work with people who require proper financial planning. We are not suitable for people who simply want to set up "stuff".
Reviews (1)
Robert Byrne
Aug 07, 2020
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