Dominic Spalding APFS, Chartered Financial Planner at Expert Financial Solutions

Dominic Spalding, independent financial adviser with Expert Financial Solutions, based in Witney, Oxford, Oxfordshire
Professionally qualified and experienced independent financial adviser and Chartered Financial Planner specialising in pensions and in particular pension transfers, self invested pensions, pension options on divorce and retirement planning. Dominic has worked in pensions since 1983 and has been an IFA since May 1999.

Work history:

January 1983 to March 1999 worked for Friends Provident, the last five years as a regional pension specialist involved in training IFAs on all aspects of pensions and retirement planning.

April 1999 to October 2004, worked for a local IFA in Witney with individual and corporate clients advising on pensions, retirement planning and investments.

Joined Expert Financial Solutions Ltd in October 2004 as a Director and shareholder of the company.

In addition to his other roles in the company, Dominic is the Compliance Officer and designated ‘pension transfer specialist’. He is experienced in dealing with pensions on divorce and in August 2007 Dominic successfully completed the Resolution IFA accreditation qualification for pensions on divorce.

Dominic has achieved Chartered Financial Planner status in June 2008 and the designation APFS following completion of the Advanced Diploma in Financial Planning.

Download the CV of Dominic Spalding APFS, Chartered Financial Planner

Professional Qualifications:

FPC parts 1, 2 and 3.
AFPC Taxation and Trusts (G10)
AFPC Business Financial Planning (G30)
AFPC Pensions (G60)
AFPC Pension Investments (K10)
AFPC Retirement Options (K20)
SV1 Savings and Investments
CF9 Pension Simplification Update Programme
J01 Personal Tax
J04 Pension Funding Options
J05 Pension Income Options
AF3 pension planning
AF5 Financial Planning Process

Resolution accredited IFA for advising on pensions on divorce

Dominic is a member of The Personal Finance Society

Expert Financial Solutions Ltd are independent financial advisers (IFA) / financial planners based in Witney, Oxfordshire. We serve the local community in and around Abingdon, Banbury, Bampton, Bicester, Burford, Chipping Norton, Cheltenham, Cirencester, the Cotswolds, Henley on Thames, Kidlington, Lechlade, Oxford, Wantage, Witney and Woodstock. We specialise in pensions, retirement planning, pension annuities, investments including PEP, ISA, OEIC, unit trusts and investment bonds, and inheritance tax (IHT) mitigation and trust investment. One of our advisers is a Chartered Financial Planner and we are proud of having Oxfordshire's only Resolution qualified and accredited IFA for pensions on divorce.