DGM Financial Planning Ltd

Associate Partner Practice of St. James's Place Wealth Management

My philosophy is to offer face-to-face bespoke advice to help clients achieve their personal and business goals. I am committed to building long term trusted relationships, providing an ongoing service regularly reviewing client finances to determine whether they remain suitable.

David Makin, Director

Why choose us?

Our relationship-based service means we put you firmly at the centre of everything we do, whilst having the support and backing of a company.

A Holistic Approach

Whatever your circumstances, we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

DGM Financial Planning Ltd is registered in England and Wales, Number 09774489. Registered Office: 15 Broadacre View, Caton, Lancaster, LA2 9NN.

David Makin, Director

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