Dominic Spalding

Expert Wealth Management

Dominic's reviews

Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 1 )

Pensions ( 77 )

Retirement income (annuities, drawdown) ( 71 )

Auto Enrolment ( 2 )

Investments and Savings ( 93 )

Pension Transfers - Non Specialist ( 14 )

Inheritance Planning ( 27 )

Long Term Care ( 20 )

Pension Transfers - Specialist ( 12 )

Financial Planning ( 56 )

Financial Mentoring ( 11 )

Financial Coaching ( 4 )

Reviewers' assets

£500k+ ( 16 )

£200k - £500k ( 26 )

£100k - £200k ( 12 )

£50k - 100k ( 4 )

Up to £50k ( 6 )

First impression

by a VouchedFor user

22 days ago

Overall

Please provide a brief comment about your experience with Dominic

Very good.

Dominic:

Morning Simon. Many thanks for leaving your review, even though you're not going to proceed, it's always appreciated. You know where we are if things change for you in the future :) Wishing you every success. Dom

Repeat review

by a verified client in Oxfordshire

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Dominic Spalding helped you since your last review?

Advice on helping my son buy a house

Dominic:

Morning Neil, many thanks for leaving your review; always appreciated. Happy to have a conversation about helping Alex plan for his future. I'll mention it to Harry so we can pick it up next time we meet. Thanks again. Dom

Repeat review

by a verified client in Oxfordshire

2 months ago

Overall

Value

Advice

Service

This review is a follow-up review from a client who left a review previously.

How has Dominic Spalding helped you since your last review?

We have had regular insightful reviews with interim communications since, gives very solid advice with rationale and all well documented to check back in future

Dominic:

Hi Chris, many thanks for leaving your review. Always appreciate any feedback and I really value your thoughts. Let's catch up when I get back from hols. All best wishes, Dom

Repeat review

by a verified client in Oxfordshire

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Dominic Spalding helped you since your last review?

Always a professional service from the whole team on any queries we have

Dominic:

Hi Judy, thanks so much for taking the time & energy to leave your review. Really appreciated as always. I'll pass your comments on to Dan.

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Dominic

From the very first interactions, and meeting, Dom put me at ease, he took time to consider what I was looking for and made sure it was a service that both he and his firm could support. In addition gave me great information on the initial call to help me with an immediate query. A trusted professional right from the beginning.

Dominic:

Dear Karen, many thanks for taking the time and energy to leave a review; it's very much appreciated. Delighted to see that you intend to proceed too. I'll let the team know. Very much looking forward to working with you both. Kind regards, Dom.