About Us

Planning for your future, whether it is for yourself, your family or your business, is one of the most important steps you will ever take.

At DBS Financial Associates Ltd we understand the importance of supporting you on this journey, and we invest our time in understanding your goals and aspirations, where you are now and where you want to be in the future.

We will work with you to design a bespoke plan to help turn your financial aspirations and goals into reality.

Sharing our professional experiences, we will work together to find the right ongoing and evolving solution for you, your family and your business through changing circumstances. We offer a wide range of services including:

  • Business Protection - shareholder and key person protection
  • Tax efficient investment planning
  • Investment Planning for children and school fee plans
  • Inheritance Tax Planning
  • Mortgages - whether you are a first-time buyer, re-mortgaging or your current deal has finished
  • Protection - personal and family protection including reviewing your existing plans
  • Retirement - both planning for and options at retirement
Your home may be repossessed if you do not keep up repayments on your mortgage.