Solomon's Independent Financial Advice
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Solomon's Independent Financial Advice
Established in 1999, we are a boutique firm of independent financial planners based near Wimbledon. At Solomon's IFA we create stress-free financial plans designed to achieve, maintain and protect a desired lifestyle. We are seeking long-term client relationships, built upon mutual trust, enabling us to create and provide a valuable service. I know nothing of financial matters and would be lost without someone to guide and advise me.

Dominic is someone I trust absolutely. I know him to be ethical which is important to me, and capable. He is easily approachable, explains things in a way that even I can understand, and allows me to ask any question however obvious or basic. I feel my financial concerns are safe in his hands and I trust his judgement. I would definitely recommend him to anyone needing help with their finances.
Services
We are a boutique firm of independent financial planners established in 1999.
We create financial plans designed to achieve, maintain and protect a desired lifestyle.
We craft and hone your plan which will provide you with the greatest chance of accomplishing your unique goals based upon your core values.
Since we are independent, we have access to all financial products (which are simply the tools we use to achieve your required results) should any be required and are suitable for you.
We encourage open dynamic thinking and offer a lifelong perspective so that you are able to make the most of the time you have.
We are seeking long-term client relationships, built upon mutual trust, enabling us to provide a valuable bespoke service.
We want to work in tandem with you and enable you to have the best chance of achieving your goals.
Most people are not ready for the truth, but then we don't work with most people.
We provide an exclusive service for people who want to live life fully.
We exist to help you to identify what is important to you and to enable you to achieve the lifestyle that you want.
We do this by paying attention, listening to what it is that you really want.
Getting organised is a chore and when it comes to money - how we spend it or save it - most people find this difficult to face.
Unfortunately, it is important and your planning requires good information.
Tackle one of these challenges each day, in this order, skipping only those that do not apply to you, but be mindful that make a note that they aren't.
The process will remind you of things and provide a sense of clarity and achievement.
Use the pdfs - complete them by hand and keep them safely until the end.
Our service is not right for everyone, but it may be perfect for you.
The only way to find out is for us to get together and have a 'no strings, grown up conversation' to see if we are right for one another.
We will meet for an introductory meeting at our expense.
At the end of the meeting, we can agree to take things further or not.
In order to meet with Dominic, simply call the office and speak to our team to arrange a time.
You won't need to bring anything with you.
If you are reading this in 'out of office' hours, you may prefer to email us with a good time and date to call you back.
Words are cheap, time is not.
Solomon's is built around listening to our clients; it is not built to sell financial products.
There is no easy way to get to know one another.
It takes time.
This is costly but deeply valuable.
We only work with people who require proper financial planning.
We are not suitable for people who simply want to set up "stuff".
A lot of what we do is rarely seen, which makes it harder for you to appreciate the value of what we do.
John and Jane were in their early 40s with two young children.
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