Pello Capital has partnered with DGS independent financial advisers, a chartered independent financial advice practice, to assist our client’s tax planning requirements including but not limited to; pensions (SIPPs and SSASs), inheritance tax and capital gains tax mitigation.
The Financial Conduct Authority (FCA) does not regulate tax, trust and estate planning where there is no investment element.
Book a free consultation.
Whether you’re an active investor, a diligent saver or your financial situation has taken a sudden change, DGS Independent Financial Advisers will help you get a clear view on the present and a strong plan for the future.
DGS can help you to:
The DGS helpdesk is your first port of call. They are open 5 days a week to learn about you. They'll then explain how they can help you meet your goals.
If DGS discover you don’t need advice, They'll support you with free information to help you get on track.
If you decide to take advice any charges will be discussed in advance.
Book a call back to determine if advice is right for you.
If it is, they’ll pair you with the adviser best suited to your needs.
They'll find out more about your goals and get to know your current situation. From here they can create a plan to secure your future.
Your adviser will also explain more about advice and any charges required to help you get the best out of our service.
As long as you’re happy with our charges, we’ll give you your plan to review.
Just say the word and we’ll help you secure your future by putting your plan into action.
Book your spot at one of our free seminars. We’ll be discussing: Approaching retirement, Managing your money in retirement and Inheritance tax. You’ll find out about the common misconceptions and pitfalls around each topic and how advice can help.
Our advisers offer one on one sessions to answer burning questions about advice and find out if and how you could benefit. These 30 minute sessions are free and there’s no obligation to take advice. Book in a session with a local adviser today.
Discover how to do it and what you need to know with our step-by-step introduction to investing.
Read our guide to find out how our unique approach to advice delivers true value for our clients.
If you're thinking about saving or investing, an ISA (Individual Savings Account) is a great place to begin. This simple guide will give you all the information and resources you need to get started.
Pensions were created to help us save for retirement. But most traditional personal pensions don't give you the flexibility to invest where you want to.
Pello Capital Limited offers investments and services to clients, which are primarily considered to be high risk investments. Some investments such as contracts for difference use leverage which can magnify gains but equally can magnify losses. Leveraged products may lose investors more than the amount they initially invested. This website is provided for information purposes only. It is not an offer to sell, or a solicitation of an offer to buy, any security, nor enter into any agreement or contract with Pello Capital Limited. All information provided is indicative and subject to market conditions and availability. Not all financial products are suitable for all investors. Before entering into any transaction you should ensure that you understand and have made an independent assessment of the suitability and appropriateness of the transaction into which you are entering and the nature and extent of your exposure to risk of loss in light of your own objectives, financial and operational resources and other relevant circumstances. You should take such independent investigations and such professional advice as you consider necessary or appropriate for such purpose. Past performance is no indicator of future success.
Pello Capital Limited, company number 5267797. Pello Capital Limited is authorised and regulated by the Financial Conduct Authority (FCA) with Financial Services register number 449720 and is a member of the London Stock Exchange (LSE) and Nex Exchange.