Financial Advisers (Independent) in Coventry
8 Eaton Road
Coventry
West Midlands
CV1 2FF
Daljit Dahil: 02476 9... 02476 998058
Monday to Friday: 9am - 5:30pm
Saturday to Sunday: Closed
Dealing with financial matters can be complicated in this day and age with thousands of products available, not to mention confusing terminology. Your independent financial adviser can help you make sense of it all and work to achieve your personal financial goals.
Our objective is to provide high quality advice in the areas of investments, pensions, mortgages, protection and insurance. To ensure that customers are treated fairly and that they are provided with products and services suitable for their current and foreseeable needs.
We are here to help you realise your ambitions when it comes to financial matters and make your money work for you. We can also help clarify the confusing terminology and huge range of products available to you.
As independent financial advisers we are not tied to any particular provider and can advise you on products from the whole financial market. That means we'll provide the most suitable solutions for your individual needs and circumstances.
We use modern technology to help streamline our business, meaning you get information more quickly than ever before. And because we're backed by a team of finance and technology experts at 2plan, you have the peace of mind that you have a strong and experienced team working with you.
2007
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We cannot recommend Daljit highly enough. He has helped us with a number of critical financial planning decisions and makes the process very easy to follow. The outcome is always to improve our standing and add value for us now and for the future.
Peter Newman, Founding Director, Applied Works LLP, London
I first met Daljit Dahil in November 2013 as my wife and I were in need of advice from an Independent Financial Adviser. Daljit is highly articulate, intelligent, very personable and has an all too rare ability to present financial advice in a clear, uncomplicated manner. After a very thorough assessment of our financial situation and our attitude to risk, he advised investing in products which are performing extremely well to date. I feel him to be trustworthy, reliable and would recommend him highly.
Paul Murphy, Principle Conductor, Birmingham Royal Ballet, Birmingham
Testimonials are added by the business owner and are not independently verified.