Daniel Marshall Associates Limited

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D M A Ltd: Services

A free consultation, without obligation

There are times when it can prove difficult to establish your true financial needs.  You need an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free consultation, of up to one hour in length, to consider your personal financial circumstances.  Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to receive a brief consultation over the telephone.

Specialist Advice

In a similar way as the medical profession, there are differences between the way financial planners operate.  Some can be viewed as general practitioners, whilst others specialise on certain areas of advice.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of financial well being.  We are careful to ensure that we highlight any protection needs or tax saving opportunities that exist.  This level of service demands the general financial skills that we have built up over the years our business has been in operation.

We understand that there are circumstances of financial planning where the expertise of a specialist is required.  Listed below are the areas of specialist advice that we provide and details of who you should contact.