BSc (Hons), DipPFS Diploma in Regulated Financial Planning
Independent Financial Adviser
Dom joined MHA Caves Wealth in 2020, having worked in the industry since 2017 following a degree in Applied Computing at University.
As well as having experience with client’s individual planning, encompassing areas such as tax efficient investments, inheritance tax planning and retirement planning, Dom also has experience advising companies. Dom has worked with UK companies as well as large and SME international businesses with UK subsidiaries to put in place suitable pension provisions and benefit packages for employees. Dom also works with Owner/Directors, with tax efficient extraction of profits often being a priority and dealing with High Net Worth individuals with more complex needs.
As well as obtaining the ‘Diploma in Regulated Financial Planning’, Dom holds the ‘Certificate for Discretionary Investment Management’ and is working towards Chartered status.
Outside of work, Dom spends time with his partner and Cockapoo. He enjoys cooking, especially barbecues with friends, and spends time playing golf, hiking, mountain biking and snow sports in the winter.