Our history
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.
Investments
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Estate Planning
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Long-Term Care Planning
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Saving for Children
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For Business Owners
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DG Financial was established in 2020 by Daniel Geach with a clear purpose — to create an independent financial planning firm built on honesty, objectivity and a strong commitment to client service.
From the outset, the firm has been intentionally structured as a truly independent practice. This allows us to provide impartial, unbiased advice, free from the constraints of tied products or external influence. Daniel remains closely involved in every client relationship, ensuring a consistent, personal and attentive approach throughout.
Since inception, DG Financial has grown steadily, supporting individuals and families across Cambridgeshire and Suffolk. While the firm has developed, the core philosophy has remained the same — building long-term relationships based on trust, professionalism and a clear understanding of each client’s individual circumstances and goals.
Our investment philosophy is grounded in discipline and long-term thinking. We believe that successful investing is driven by patience and consistency rather than short-term market movements. At the same time, we remain responsive to changes in economic conditions and client needs. Our advice is shaped by independent research, careful analysis and ongoing communication.
As a boutique firm, we place a strong emphasis on clarity and communication. We take the time to ensure our clients fully understand the decisions being made and feel confident in the direction of their financial plans. This collaborative approach is central to how we work and underpins the relationships we build.
Looking ahead, our focus remains on sustainable growth without compromising the quality of service we provide. By continuing to invest in our expertise, processes and client relationships, we aim to deliver advice that remains relevant today and resilient for the future.
Ultimately, our objective is simple — to provide clarity, confidence and reassurance in an increasingly complex financial world. By combining disciplined investment management with genuinely personalised advice, we work alongside our clients to help turn long-term ambitions into meaningful outcomes.