Financial advice on your terms

Gain confidence, get clarity, stay in control

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.

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Built around you

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:

  • Meet your goals and increase your confidence
  • Save and invest for retirement
  • Manage your income and expenditure when you retire
  • Build or amend your portfolio
  • Secure your and your family’s financial future

Do I need advice?

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.

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Advice in 3 easy steps

The following sets out the Advice process DGS employs, their charges and how to contact them.

1

Speak to a Financial Planner

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.

Free
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2

Meet with your Financial Planner

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.

Free

3

Agree your Financial Plan

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.

DGS Events near you

Retirement seminars

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.

BOOK YOUR PLACE
Meet a local adviser

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.

BOOK A MEETING
Speak to an adviser

Discover how to do it and what you need to know with our step-by-step introduction to investing.

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Guide you

Guide to end of year tax planning

Read our guide to find out how our unique approach to advice delivers true value for our clients.

DOWNLOAD GUIDE
Guide to ISAs

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.

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Guide to SIPPs

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.

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Guide to IHT

Packed full of useful hints and tips this guide is invaluable if you're planning your estate or have benefited from an inheritance.

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Get the advice you want. Nothing more, nothing less

Ask us anything and we'll see how we can help. Here are a few of our most frequently asked questions:
Not necessarily but it’s fair to say that the larger the sum, the more important it is to get it right. It’s also important that you take advice at when it matters most e.g. nearing retirement. Remember, however much you’ve got and whatever stage of life you’re at, we won’t suggest you take advice if we don’t think you’d see real value.
No. We normally take payment out of the portion of your portfolio we’re advising on. Your adviser will make sure all our charges have been explained and agreed to before providing their report and putting your plan in place.
No. We have a suite of carefully selected products and services that we recommend. Some of these are provided by Pello but not all. Rest assured that any product or service we recommend has been heavily researched by our experts to make sure it stands up to our high standards and the high standards our clients expect.
If you’d rather talk to an adviser on the phone, we have a team of advisers who can provide the same service as a face to face adviser with the convenience of being available on the phone.
We offer one off advice or ongoing support. If you take advice and you feel that you can manage from there onwards, we won’t lock you in to unnecessary ongoing charges and you can go back to controlling your investments.
We can, but this is a very specialist area and it’s not always advisable to transfer out of defined benefit pension schemes. Please speak to our helpdesk team, they will be able to find out more about your situation and how best we can support you.

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Legal

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.

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