Summary

Providing tailor made financial solutions for both personal and commercial clients to meet their needs in the areas of life assurance, retirement planning, investments and estate planning. Telephone: 07749 076778.

I am looking to forge strong commercial links with other businesses where we can have a mutually beneficial relationship for the long term.

Expertise


Personal Clients this includes tax efficient investment planning through ISA's, Pensions and Investment Bonds. Protecting their loved ones if they were to die or be diagnosed with a critical illness. Replacing income if a client is unable to work due to accident or illness. Retirement planning to allow clients to achieve their goals and aspirations when they finish work. Estate Planning to ensure that clients do not leave a tax burden for their families to pick up on their death.

For Commercial clients this includes protecting their business if themselves or one of their key employees is unable to work due to death, accident or serious illness. To reduce the amount of tax a company pays each year by careful pension planning. Advising businesses on their legal obligations regarding Auto-Enrolment. Pension Freedom Legislative changes. 

If any of these areas are of interest to you then contact me on 07749 076778.


Experience

  • Sorensen Financial Services

    Independant Financial Adviser
    - Current
  • HSBC Bank Plc

    Area Financial Planning Manager
    100+ Employees 2010 - 2012
    Leading a team of professional financial advisers across the North West.
  • HSBC Bank

    Financial Planning Manager
    100+ Employees 2001 - 2010
    Providing financial solutions for personal and commercial clients within the bank.

Education History

  • Law (LLB Hons)

    The University of Manchester
    1995 - 1998
    The degree covered many aspects of Law including: Trusts, European Law, Law and Economics, Contract Law, Criminal Law, The Law of Torts and Intellectual Property Law.
  • A-Levels

    King George V Sixth Form College
    1993 - 1995
    Chemistry A-Level: B Economics A-Level: C Geography A-Level: A General Studies: B

Qualifications

Diploma in Financial Services DIP(CII), Cert(CII)MP Currently working towards becoming a Chartered Financial Planner

Clubs and Associations

Treasurer of Southbank Tennis Club in Southport.
Coach of Churchtown Athletic Under 7's Football Club.

Interests and Hobbies

I am a keen sportsman and I play football for a local team. I also compete in the Southport District Tennis League for Southbank Tennis Club. I enjoy playing golf and currently have a handicap of 12.

Email Dominic

Popular Financial Advisers in Manchester

  • Retirement Planning
  • family protection trusts
  • Keyman/Shareholder...
  • Pension Transfers
  • Pensions Freedom
  • + 17 more
  • 9 postings
  • BTL Mortgages
  • Life and Health...
  • Wealth Management
  • ISA
  • General Insurance
  • + 8 more
  • Pension Consolidation
  • Critical illness cover
  • Life Protection
  • Inheritance Tax Planning
  • Pension Advice
  • + 13 more

Find the right professionals in Manchester

View The Full Index

Search By:

Submit your Enquiry here

Enquiry Details

Contact Details