About us

Our history

Established in 2020, DG Financial is an independent, FCA authorised firm founded by Daniel Geach, built on honesty, objectivity, and client-focused service. We provide impartial financial advice to individuals and families across East Anglia, with a focus on building long-term relationships grounded in trust and professionalism.

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Our approach

At DG Financial, our approach is defined by clarity, discretion, and long-term partnership. We provide tailored guidance shaped by a deep understanding of each client’s circumstances and evolving goals, supported by disciplined portfolio management and clear, consistent communication. Our focus is on simplifying complexity and giving clients confidence in their financial future.

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Financial Planning for Pensions, Retirement & Estates

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Pensions

We help you select the right scheme for you depending on your needs and objectives. You may wish to invest in a particular asset class or simply to maximise tax-free cash and deliver the pension income you want.

Retirement Planning

Retirement can mean many different things for different people. We work with you to create a plan to fund your retirement, that is designed to cater for your desired lifestyle.