Financial Planning Services

We have a unique system, which we call the DomTom system, (it’s a little tongue in cheek). Our approach does to financial planning services what SatNav did to maps and it is nothing short of revolutionary. Our approach connects your values and motivations to identify the route to reach your desired outcome, which for most people is a specific lifestyle. The best SatNav systems update regularly, helping you to avoid congestion and recalculates the route based on the latest information. Your Financial Plan needs to adapt its approach as circumstances alter, but if done properly, the principles behind your plan will not alter, because they reflect your personal values. A great financial plan is a “living” document, something that requires updating and monitoring. It is true to say that “life is a journey” but we believe you need to know where you want to go and how to best get there. You can select the speed and whether you take the scenic or quick route, our job is also to monitor what lies ahead. Our approach provides you with the truth about your financial position. We believe that you can only make two mistakes along the road to truth, not going all the way, and not starting. Solomons: Financial Planning for Life

We met Dominic and Solomon’s in 2004 when our family finances were in a state of transition, as we had both recently lost parents. We were dealing with paying off a mortgage, receiving inheritances and disposing of family properties.  We had a collection of policies acquired piecemeal over the years and Jo was having to negotiate a redundancy package. Seven years on, with Solomon’s help, we have a well-structured portfolio of savings and investments, have become adept at budgeting and have put two children through higher education.  We have rationalised pension plans and put a retirement strategy in place.  But it’s not all been about saving – we’ve spent money on property development as well as hobbies and holidays, having acquired a better sense of our resources and how we want to use them, both now and in the future. It’s been immensely helpful to be able to talk about finances with a trustworthy and knowledgeable source, and to place decisions in a wider context than just the nature of financial products.
Jo & Chris Walker