Dominic O'Connor is the owner director of DJ Financial Advice Ltd and is the principal nancial adviser. Dominic is committed to giving advice and guidance that is in the best interest of each client. An effective relationship between adviser and client is based on openness and trust. So before giving any advice we will always ask you about your views, what you are looking to achieve, and full details of your nancial position.
We will only act with your agreement, we will always keep you informed on progress, and we always conrm in writing how much our advice will cost. Dominic has extensive experience in nancial services. He was an adviser with PricewaterhouseCoopers and with KPMG, worked in technical and management roles with Openwork, Zurich Insurance and Friends Provident and will even admit to having started his career in 1984 with the Inland Revenue.
We will only act with your agreement, we will always keep you informed on progress, and we always conrm in writing how much our advice will cost. Dominic has extensive experience in nancial services. He was an adviser with PricewaterhouseCoopers and with KPMG, worked in technical and management roles with Openwork, Zurich Insurance and Friends Provident and will even admit to having started his career in 1984 with the Inland Revenue.
Services
Our people are very important to us, as is making certain we provide you with quality professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number.
Helping you to ensure that you look after your money effectively: managing your wealth; planning for future events such as retirement; mitigating the potential for Inheritance Tax; making sure your family is secure if you are ill or die.Travel agents report a rise in bookings after the amber list is scrapped and testing rules are eased.
Helping you to ensure that you look after your money effectively: managing your wealth; planning for future events such as retirement; mitigating the potential for Inheritance Tax; making sure your family is secure if you are ill or die.Travel agents report a rise in bookings after the amber list is scrapped and testing rules are eased.
It can be difficult to understand your options at retirement. In this section, we have explained some common retirement options in plain simple language. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.
Also known as 'key man insurance', this can compensate a business for financial losses arising from the death, or extended incapacity, of a specified employee or director. This can provide a business partnership with the funds to 'buy out' or compensate the deceased's dependants, should a business partner die.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2021/22 tax year, and how you can use it in your year end tax planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.
Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2021/22 at 20,000, while several new ISA variants, offer savings "bonuses".This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.
Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2021/22 at 20,000, while several new ISA variants, offer savings "bonuses".This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.
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