Dominic Carroll
Financial Planner
FCA reference number: DJC01515
I have over a decade of experience in the industry, helping a broad range of clients to identify and achieve their own personal financial aspirations through carefully considered financial advice from a chartered financial planner.
Expertise
Financial planning
Pensions and retirement planning
Investment management
Trusts
Protection
Qualifications
Advanced Diploma in Financial Planning
Certificate in Discretionary Investment Management
Fellow of the Personal Finance Society
Region and method of advice
Based in Bristol, I predominantly work with clients based across Herefordshire, Gloucestershire, Wiltshire, Oxfordshire, Berkshire and Buckinghamshire over the phone or by video call.
Approach and experience
I understand that when it comes to the advice process, the importance of strong relationships built on trust cannot be underestimated. I have been successful in building trust by ensuring that I invest the time to properly listen to every client and ascertain exactly what they are looking to achieve. As no two clients are the same, I ensure that once your goals have been identified, I build solutions that work for you and I explain the outcome in plain English so that it is clear how you will reach your personal goals.
Personal interests
Outside of financial advice, I enjoy an active, outdoor lifestyle with my fiancée, Hannah, and our miniature poodle, Paolo.
I spend a lot of time enticing wildlife into our garden, which was landscaped by the BBC ‘Garden Rescue’ team in 2022 (Series 8, Episode 26).