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Dominic Higham Financial Adviser Nottingham

Dominic Higham

Financial Planner
DipFA - Level 4 Diploma for Financial Advisers
Unit 1, Fulcrum 2, Solent Way,
Whiteley, Fareham, PO15 7FN

Skills & Area's of Advice

Pensions and Retirement Planning
Savings & Investments
Financial Planning
Wealth Management
Protection & Business Protection

Experience & Achievements

Over a decade of experience in the finance sector
Specialist in early retirement planning
Built networks in the East Midlands, Somerset and London

About Dominic Higham

I am a Qualified Financial Adviser, with a particular focus on helping clients in the later stages of their accumulation journey. My goal is to support you in building wealth, planning effectively for retirement, growing your investments, and protecting your assets for the future.

One of the most rewarding parts of my role is helping clients understand exactly when they can begin to slow down - or even retire earlier than expected. I take real pride in presenting plans that not only bring retirement closer but also maintain the lifestyle my clients value. I also enjoy working with clients on intergenerational wealth strategies, ensuring their financial plans benefit both them and their families for years to come.

Inheritance tax planning is a key area where I believe advisers can make a significant, lasting difference. Mitigating tax liabilities ensures more of your wealth is passed on to loved ones, which is something I feel passionate about.

Outside of work, I’m a keen golfer and motorsport enthusiast. I also enjoy following football and have supported Sheffield United across the country over the years.

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2024 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)
Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)
Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance
Schroders UK Platform Awards 2024 - Platform of the Year
Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform
Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166
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