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Pensions & Investments

Every day we change the lives of our pension & investments clients by helping them to plan for a brighter and more secure future.

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How we can help with pensions & investments?

We recognise the importance of sound and impartial advice on investment opportunities and pensions and are one of the few legal practices to offer our clients financial services to complement our legal expertise.

We provide independent advice through tailored financial planning. Our in-house experts are regulated by the Financial Conduct Authority and are committed to providing clients with a quality assured service.

We recognise that when you are investing substantial sums of money, you need confidence that your investment will be professionally managed. Creating tailor-made solutions, we combine first-class investment management with a personal service to enable clients to fulfil their long-term financial objectives.

We have a great track record of supporting our pension & investment clients with:

Investing for growth/income

Regular premium investment

Pension and retirement planning

Trusts and inheritance tax planning

The value of investments can go down as well as up and you may get less back than the amount invested.

The Financial Conduct Authority does not regulate Taxation and Trust advice.

Speak to our experts

For a FREE initial consultation with our independent financial experts, simply complete the form on this page, call 01244 356 789 or email info@cullimoredutton.co.uk.

Why choose us for your Pensions & Investments? Because we are:

Experienced

Our truly independent financial advisors have an enviable level of knowledge and expertise and manage the portfolios of multiple clients through tailored financial and retirement planning.

Specialists

Our team specialise in investment and financial planning and are members of the Personal Finance Society. We are one of the few legal practices to offer specialist, independent financial advice alongside our legal services and believe that doing so provides our clients with a better all-round service.

Understanding

We recognise a need for impartial advice on investment opportunities and pensions and value the opportunity to help our clients to achieve financial security and peace of mind. We understand that clients need confidence when investing substantial sums of money and promise that your investment will be managed professionally.

Who will work with you on your Pensions & Investments?

An independent financial advisor with at least 25 years’ experience in this area of work.

Administrative duties will be undertaken by our support staff.

Our Financial Services Department

Dominic Richmond

Dom Richmond

Head of Financial Services
Financial Services
Contact
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Hello, I joined Cullimore Dutton in January 2022 as Head of the Financial Services Team having worked in the financial services sector for 35 years. I am a Chartered Financial Planner; Fellow of the Personal Finance Society and I truly believe that the right financial planning and advice can make a huge difference to a client’s life and their long-term goals.

I have previously been a Director of Barclays Bank and Banco Santander prior to leading and managing an investment service across Liverpool, Manchester and Northern Ireland.

In recent years I have been a development manager providing support and advice on how to run a successful client focused business and since 2015 have owned and run my own financial planning companies.

Having a real focus on helping our clients in all their professional service needs while developing long-term relationships based on trust is fundamental to who we are and what we do. I believe that we can be a professional companion constantly providing the support, guidance and expert advice that we all need.

When not at work I love to spend time with my wife Sarah and teenage son Sebastian, having family cinema time and enjoying family dinners together. If time allows gym and tennis then gives me the chance to feel better for all of my indulgences.

Gary Shield

Gary Shield

Independent Financial Adviser
Financial Planning Team
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Hello, I joined the firm in 1993 following thirteen years with Legal & General’s Broker Division. 

I specialise in investment and financial planning and am a member of the Personal Finance Society. I also hold the Advanced Planning Certificate in tax & trusts, personal investment planning, and pension planning. Since the financial crash of 2008, there have been many challenges around wealth management and it has been stimulating helping clients grow their portfolios in a way that protects and enhances their financial well-being. I have particular expertise in: 

  • Personal investment planning 
  • Pension planning 
  • Tax & trusts 
  • High net worth Clients. 

Outside the office when not watching football I enjoy cycling & pilates which helps my creaking back! When indoors I can be seen annoying the family attempting to play my guitars.

Gareth Williams

Gareth Williams

Independent Financial Adviser
Financial Services
Additional Qualifications: DipPFS CertsCII(MP&ER)
Contact
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Hello. I joined the Cullimore Dutton team as part of the acquisition of Yates & Co. in February 2019 having had an excellent business relationship with the firm over many years. 

I have worked in the financial sector for over 30 years. In joining Cullimore Dutton, I have become a member of a well-established Chester-based financial services team with a wealth of experience and an enthusiastic outlook for the future. 

My role is to help clients achieve financial security and peace of mind in a friendly and professional manner, I enjoy the challenges each day brings with the satisfaction that our clients well-being is at the forefront of my work. I have particular expertise in: 

  • Pensions 
  • Flexi-Access Pensions   
  • Investments 
  • Retirement Planning 

I am a firm believer that a problem is not worth solving if it can’t be done in a spreadsheet, using them to help clients make sense of the myriad of choices available is a large part of my work. 

When I am not in front of a PC, I enjoy gardening, quizzes, clay pigeon shooting and watching musical theatre with my family. I am also a fluent Welsh-speaker. 

You made my day and that counts for a lot. I am very pleased with your service and more importantly your patience and understanding, and the very compassionate way in which you carried out the legal work. I will keep in touch and I thank you enormously for your support during a trying time in my life.

Private Client

 

Regulation and complaints

Cullimore Dutton Solicitors is a trading name of Cullimore Dutton Solicitors Ltd which is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register No 726090 at https://register.fca.org.uk/

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123   |   www.financial-ombudsman.org.uk