What we do
At DS Howell we provide our clients with a wide range of independent financial planning and advice services. Our focus is 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 can support and guide you with…
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.
Retirement planning
Our retirement planning service will give you the peace of mind you need to lead a happy and fulfilling retirement.
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.
We help people who are
Meet our clients
We are proud of how we have helped our clients, hear how we have helped them achieve their goals through effective financial planning.
Thanks to DS Howell, we've been able to retire early and relocate to the coast.
Nigel Barlow
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We don't have to worry about managing our money any more. DS Howell do it for us.
Nigel & Jane
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We find DS Howell easy to work with and they understand our needs as a firm.
Colin Atyeo
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I feel my financial future is in extremely good hands with DS Howell.
Janet Phillips
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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.
