DGM Financial Planning LTD

: 8 Hatlex Drive, Hest Bank, Lancaster, Lancashire, LA2 6HA

: FCA Number: 586412

Website Image of DGM Financial Planning LTD

Situated in Lancaster, Lancashire, DGM Financial Planning Ltd offers personalised financial advice under FCA regulation (No. 586412), ensuring trusted services for clients in the region and beyond. Our areas of expertise include life and investments, pensions retirement advice, final salary pension transfers, and comprehensive financial planning. Whether you're a first-time investor or preparing for a secure retirement, our expert team at our Hest Bank location ensures your financial goals are our top priority. We're known for our tailored advice and approachable style, making financial planning accessible to everyone, from local families to individual investors. Trust DGM Financial Planning Ltd to guide you sensibly and securely towards your financial future.

Their team includes one financial adviser. Check FCA registration here.

DGM Financial Planning LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to DGM Financial Planning LTD from the Motorway

From the M6,
merge onto M6.
At junction 34, exit toward Kirkby Lonsdale, Heysham, Morecambe, A683, Lancaster, and A589.
Keep left to continue toward A683.
Continue onto A683.
Maintain your position in the left lane.
Merge onto Bay Gateway, A683.
At the roundabout, take the second exit.
Turn left onto Slyne Road, A6, continue to follow A6.
Turn left onto Manor Lane.
Continue onto Hanging Green Lane.
Turn right onto Hatlex Lane.
Make another left to stay on Hatlex Lane.
Turn left onto Hatlex Drive. Your destination will be on the right.

List of advisers under DGM Financial Planning LTD:

DGM Financial Planning LTD 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 http://sjp.co.uk/products

SJP Approved : tbc

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Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.