How it works

1

Your circumstances and goals, government tax rules, and financial markets change over time. Regular reviews help make sure your plan still makes sense, with support available if something changes in between.

Free initial consultation

2

Analysis and recommendation

We start with a free, no-obligation conversation by phone or video call to hear what areas you are looking for advice about. Dominic will listen to your situation, your goals and answer any questions you have. There is no commitment.

3

Implementation

Once Dominic understands your needs, he researches suitable options from the whole market and considers the wider picture: tax, cash flow, investment risk appetite, time horizon and family priorities.

4

Ongoing review and support

If you are happy to proceed with the recommendations, the paperwork, administration and any transfers are handled for you. Dominic keeps you informed at every stage so you always know where things stand.

Fees - transparent and agreed before commitment

Before any work to implement advice begins, fees are explained clearly to there are no surprises.

ADVICE FEE

Agreed in advance

Fees for advice are agreed before any implementation starts for you.

ONGOING ADVICE

Optional

Ongoing advice and review is optional and can be cancelled at any time

INITIAL CONSULATION

Free

Our initial meeting and first consultation is free and without obligation.

Dominic Newland

Dominic Newland is an Independent Financial Adviser working under Intelligent Financial Advisory Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Registered office Intelligent House, 9 Midland Court, Central Park, Lutterworth, Leicestershire, LE17 4PN.

Firm FCA Reference: 669729

dominic@i-fa.org.uk

07500 925 927

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