Alex Dungar Financial Services Ltd offers independent financial advice on a wide range of situations for individuals and companies in the West Sussex and Hampshire areas.
We pride ourselves on our service and the fact that the majority of our clients are referrals from existing customers and professional connections such as accountants.
Our specialties include:
- INVESTMENT PORTFOLIOS
- PENSION PERFORMANCE REVIEWS
- RETIREMENT PLANNING
- ASSET PROTECTION
- WEALTH PLANNING AND INVESTMENTS
Alex Dungar Financial Services Ltd is authorised and regulated by the Financial Services Authority.
INNOVATIVE TAX PLANNING TOOLS
By making use of Trusts, Self Invested Pension Plans, Venture Capital Trusts and Enterprise Zone Schemes for investments portfolios as well as a wide variety of other onshore and offshore arrangements, we are able to help clients make use of legitimate tax planning tools to reduce their tax burdens.
The Financial Services Authority does not regulate offshore investments and unregulated collective investment schemes. Some of the investments mentioned in this section may not be suitable for everyone and will therefore depend upon your individual circumstances. It is recommended that you obtain independent financial advice before making any investment decisions in this area.
INNOVATIVE PORTFOLIO PLANNING Asset allocation is a diversification strategy that in our opinion works. A well balanced investment portfolio should be diversified amongst the major asset classes. Traditional rules of investing are still true but they must be adjusted periodically to fit the changing economic climate.
INNOVATIVE USE OF TECHNOLOGY Investment portfolio construction and management is aided by complex software such as Analytics & Morningstar that helps us to analyse risk and asset allocation. Once constructed, your investment portfolio will be available to you online providing you with up to date valuations and trading information in an easy to understand and user friendly package. We are able to provide you with all your investment information on one easy to use online platform
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
How to Contact Us
We would be very pleased to hear from you
Alex Dungar Financial Services Ltd
2 Hucksholt
Compton
Chichester
West Sussex
PO18 9NR
Tel : 023 9263 1749
Fax : 023 9200 3934
Mobile : 07776 198174
Email : alex@dungar.co.uk
Skype : Alex Dungar
Alex Dungar Financial Services Ltd registered in England registration number 6215764
