About us

DS Howell Financial Services was founded in 2004. We provide independent financial planning expertise to individuals, families and businesses, serving clients nationwide.

At DS Howell we are proud to provide our clients with a wide range of independent financial planning and advice services. Our focus is sharply on achieving the best possible outcome for our clients. For that reason, we offer a highly bespoke service.

We want to help you find the solutions and build the strategies that will help you achieve your ambitions, whether they are preparing for a rewarding and comfortable retirement, mitigating inheritance tax, or building a financial plan to pay for a specific event or occasion.

We understand that with money, comes emotion.

In our recent survey, we asked how satisfied our clients were with our performance. We were delighted with the responses:

100%

of clients were very satisfied with the speed of response from their planner

93.55%

of clients were also very satisfied with the speed of response from the support team

93.75%

of clients were very satisfied that we understand their needs, goals and objectives

Why were we so delighted? Because when we get these things right, your money gives you more than just financial prosperity. It means you can live freely, confidently and securely. And we want all those things for our clients.

We can support and guide you with…

Retirement planning

Our retirement planning service will give you the peace of mind you need to lead a happy and fulfilling retirement.

Cashflow planning

Cashflow planning is at the heart of our service. It’ll map out your financial future and means you can make big decisions with confidence.

Investment planning

We’ll analyse your existing investments, so you understand what you have and whether they are aligned with your goals and objectives.

Estate planning

We’ll help you get organised to ensure your estate is distributed according to your wishes when you’re no longer here.

Protection planning

We’ll help you understand the risks that you’re exposed to and then recommend the right insurance policies.

Tax planning

Paying unnecessary tax can create a big hole in your future plans. We’ll make sure your finances are set up as tax-efficiently as possible.

Our team

Get in touch

If you want to make the most of your finances, we're keen to help. Please get in touch with us either via telephone or email or by the using the contact form here.