Dominic Holden DipPFS's Linkedin Analytics

I am dedicated to guiding individuals and families toward their financial goals through personalised and comprehensive financial planning strategies. My goal is to ensure my clients make informed decisions, to maximise their wealth, and safeguard their financial future. Here are some areas in which I can be of value: Holistic Financial Planning: Tailoring financial strategies to align with your unique objectives, whether it's retirement planning, wealth preservation, or funding your children's education. Investment Management: Implementing disciplined and diversified investment strategies to optimize growth potential while managing risk. Retirement Solutions: Crafting retirement plans to help provide a comfortable and worry-free post-career life. Risk Management: Identifying potential risks and developing effective protection strategies to protect you and your loved ones from unforeseen events. Tax Optimisation: Minimising tax burdens and maximising deductions within legal parameters to optimize your financial outcomes. Estate Planning: Ensuring your legacy is preserved and transferred to future generations according to your wishes. My approach is founded on trust, transparency, and a commitment to always act in the best interest of my clients. Please feel free to reach out to me here on LinkedIn or book in a meeting with me at a time which suits you using the following link: https://calendly.com/dominic-holden/introductory to explore ways in which I can be of assistance. The value or your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Frazer Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 03/07/2024