Dominic Carroll
Financial Adviser
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.
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.
Based in South West
In-person meetings
Phone and Video call
Region & method of advice
Based in Bristol, I predominantly work with clients across Herefordshire, Gloucestershire, Wiltshire, Oxfordshire, Berkshire and Buckinghamshire in person, 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).