Dominic Fallon

I am a Financial Planner and Wealth Manager with over a decade of experience helping individuals, families and business owners make confident decisions about their money, so it supports the life they want to live.

One of the things I enjoy most about my role is working with a wide range of people. Everyone has a story, and no two situations are the same. Understanding that story before putting numbers on a page is a vital part of good financial planning. What someone is trying to achieve, what matters most to them, and how they want their life to look in the future should always come before discussions about products, investments or solutions...

Only once those conversations have taken place does it make sense to move into the technical side of planning. Whether the goal is greater flexibility, retiring earlier, protecting family, exiting a business or simply gaining peace of mind, my role is to help bring clarity and structure to those ambitions. From there, appropriate planning strategies, pensions and investments can be put in place to support your lifestyle, not the other way around.

Clients can expect a considered, long-term approach, clear explanations and advice that adapts as life changes. I place great value on trust, transparency and building lasting relationships, helping clients stay focused through market uncertainty and make informed decisions with confidence.

I live in Chesterfield with my young family. Outside of work, I enjoy spending time with them, travelling and getting away from day-to-day routines, particularly through road trips across the UK and Europe. Enjoying life away from the spreadsheet is important to me, and it reflects the way I encourage clients to think about their own plans.

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