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Testimonials

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.

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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.

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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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Daniel Geach has been our financial advisor for nearly 25 years. We have completely trusted him with all of our investments which he has managed for us throughout all the many 'ups and downs' of the stock market. He reliably reviews our portfolio every six months and has changed investments in such a way that steadily increases the value of our 'pension pot'. This value increases even though money is regularly withdrawn into a current account. Over the years, Daniel has always taken into consideration our lifestyle and family circumstances and he accordingly adjusts the financial planning he does for us. We would unequivocally recommend DG Financial for providing the confidence and security which is essential for entrusting a financial advisor.

Alan & Mary – Hampshire

Client of 20+ years

I’m delighted with the service I’ve had from Daniel, with his careful and considerate advice I’ve been able to access funds and saving options I never had before. My savings are much more tax efficient and I feel confident I’m making better choices in financial planning.

Oliver & Emma – Cambridgeshire

Client of 3+ years

We have enjoyed a great relationship with Daniel for over ten years now. He inspired confidence in us from the very beginning and gave us all the help and advice we needed to truly change our financial lives for the better. With his guidance we have retired earlier and with greater security than we ever expected. We can, and regularly do, recommend his services to anyone who can benefit from them.

Nick & Joyce  – Suffolk

Client of 10+ years

We joined Daniel in the early days, about 20 years ago. We have nothing but the highest praise for him and his colleagues and have recommended DG Financial to several grateful friends. As a result of Daniel’s care we are much more financially secure in our retirement. Wonderful, personal and kind service. Thank you!

Fiona & David – Suffolk

Client of 20+ years

Having been clients of Daniel’s for over twenty years we have been more than happy with the service provided by him which has given us a financially secure life and comfortable retirement. Daniel has always respected our attitude to risk for which we are grateful.

John & Irene – Suffolk

Client of 25+ years

Daniel has taken care of my financial affairs for years now. I have great peace of mind knowing that they are in such safe hands. Daniel is extremely professional providing regular updates and efficient communication. He is also a lovely, kind and caring person.

Patrick – Suffolk

Client of 20+ years

We have trusted Daniel Geach with our investment portfolio for over 20 years. Daniel has guided us professionally through both times of stability and financial crisis. Such as the financial crash of 2007 and more recently the pandemic. We trust Daniel with our financial future as well as that of our family.

David & Erica – Devon

Client of 20+ years

Have used DG Financial for over 10 years and their sensible and honest approach always reminds me that my initial decision was one I'm glad I took.

Simon & Sharon – Cambridgeshire

Client of 10+ years

The help that Daniel and his colleagues give has always been excellent taking away stress and concern. Seamless good sense!

Lesley  – Suffolk

Client of 10+ years

I have been a client of Daniel’s for about 15 years. In that time he has visited my house on many occasions advising me, reassuring me during some difficult life time challenges as I navigated my life on my own. Always in a quiet, guiding and supportive way. He has given me confidence that world events will change markets but to just sit quietly until things change. He is honest and during the fifteen years, as my life has had its own ups and downs too I’ve maintained a lifestyle I’m happy with. We work for many decades and if we are lucky enough to retire, we definitely want to enjoy the fruits of our hard work.

Jacqueline – Cambridgeshire

Client of 10+ years

Dan & The team are most helpful & polite. Always have time to listen & explain. Excellent Service. Always kept up to date with any changes. Never feel pressurised. Would highly recommend.

Barry & Sharon – Cambridgeshire

Client of 5+ years

My husband and I have received excellent service from Daniel and his team over many, many years. Very happy that our finances are in safe, knowledgeable hands and invested responsibly and profitably.

Sandra  – Cambridgeshire

Client of 20+ years

DG Financial have provided us with a thoroughly professional, yet personal service since 2020. Our investments were strategically determined by an in-depth analysis of our personal needs, goals, preferences and circumstances. Our investment portfolio has been consistently reviewed with us and adjusted when necessary. On a personal note, we found Daniel to be very approachable and knowledgeable about financial markets and investments. Agreed actions were executed quickly and we are very pleased with our returns.

Andrew & Amanda – Cambridgeshire

Client of 5+ years

Daniel has been my financial adviser for very many years. During that time, I have always felt able to depend on him to make sound judgements about how my money should be invested. He always gives considered advice and if the markets do anything unexpected, he has always contacted me. He is friendly and approachable and very patient with my occasional lack of understanding. I would have not a moment's hesitation in recommending him to anyone who was looking to invest via a financial adviser.

Carole – Yorkshire

Client of 20+ years

My wife and I have been with Daniel Geach for many years and he has not only made us financially sound, his guidance and manner towards us throughout has been exemplary

Terence – Suffolk

Client of 20+ years

What our clients say

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Ready to start planning your financial future?

Get in touch with the DG Financial team today, and let's start your financial journey together.

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