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Dena Al-Dossary Financial Adviser
About us
Hi, I'm Dena Al-Dossary I am a self-employed Financial Adviser based near Norwich working with Charles Derby Financial Services who are part of the Intrinsic network.
I have been in the Financial Services industry for 8 years and have been giving advice for almost 2 years now.
The process which I go through with all of my customers is clear and transparent. I will help you understand the service and charges associated with your decision before you make any commitment. I do not charge an initial consultation fee and I am only paid if you accept my recommendation to which you are not under any obligation.
My aim is to maintain ongoing relationships with both individual and corporate clients to help improve financial plans and meet future goals and personal objectives.
I work with a panel of carefully selected leading providers so you can be sure I will make decisions that are in your best interests.
If you would like to arrange a meeting with me then please do not hesitate to contact me.
The areas I advise in are:
Protection
My aim is to help you establish the most suitable level of insurance protection and help you protect those who depend upon you against the most serious risks that you face, specifically to your life and your health.
There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk.
Life Insurance
Critical Illness Insurance
Income Protection Insurance
Mortgage Payment Protection Insurance
Permanent Disability Benefit Insurance
Death Benefit Insurance
There are other providers of Payment Protection Insurance and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk.
Financial Planning
A personal approach, I do not operate a one-size-fits-all approach, I will help... show more you plan your pension with you and your own aims in mind. I recognise that everyone’s situation is different and take this into account in helping you to get underway. As an overview, there are just three steps to get up and running. I will get to know you and your financial situation. I will report, discuss and guide you on your options. I will take care of the paperwork and process to get your pension and Investments started.
Holistic financial planning-
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Investments-
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds
Pensions-
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Estate Planning
Estate planning (also known as Inheritance Tax Planning) can be defined as passing your estate to your loved ones in the most effective way. Even if you consider yourself to be of fairly moderate wealth, you may still need to consider taking action – particularly if you own property or have savings. Effective estate planning will also consider access to and protection of your assets, provision for vulnerable or minor beneficiaries, and more.
Estate planning is not regulated by the Financial Conduct Authority.
Will Writing
Will Writing and Lasting Power of Attorney are not part of the Intrinsic Financial Services offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for these aspects of our business. Will Writing, Lasting Power of Attorney and Estate Planning are not regulated by the Financial Conduct Authority.
Charles Derby is a trading style of Charles Derby Financial Services Limited which is an appointed representative of Intrinsic Mortgage Planning Limited and Intrinsic Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority (see the FCA register at www.fca.org.uk/register , references 440718 and 440703)
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I have been in the Financial Services industry for 8 years and have been giving advice for almost 2 years now.
The process which I go through with all of my customers is clear and transparent. I will help you understand the service and charges associated with your decision before you make any commitment. I do not charge an initial consultation fee and I am only paid if you accept my recommendation to which you are not under any obligation.
My aim is to maintain ongoing relationships with both individual and corporate clients to help improve financial plans and meet future goals and personal objectives.
I work with a panel of carefully selected leading providers so you can be sure I will make decisions that are in your best interests.
If you would like to arrange a meeting with me then please do not hesitate to contact me.
The areas I advise in are:
Protection
My aim is to help you establish the most suitable level of insurance protection and help you protect those who depend upon you against the most serious risks that you face, specifically to your life and your health.
There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk.
Life Insurance
Critical Illness Insurance
Income Protection Insurance
Mortgage Payment Protection Insurance
Permanent Disability Benefit Insurance
Death Benefit Insurance
There are other providers of Payment Protection Insurance and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk.
Financial Planning
A personal approach, I do not operate a one-size-fits-all approach, I will help... show more you plan your pension with you and your own aims in mind. I recognise that everyone’s situation is different and take this into account in helping you to get underway. As an overview, there are just three steps to get up and running. I will get to know you and your financial situation. I will report, discuss and guide you on your options. I will take care of the paperwork and process to get your pension and Investments started.
Holistic financial planning-
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Investments-
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds
Pensions-
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Estate Planning
Estate planning (also known as Inheritance Tax Planning) can be defined as passing your estate to your loved ones in the most effective way. Even if you consider yourself to be of fairly moderate wealth, you may still need to consider taking action – particularly if you own property or have savings. Effective estate planning will also consider access to and protection of your assets, provision for vulnerable or minor beneficiaries, and more.
Estate planning is not regulated by the Financial Conduct Authority.
Will Writing
Will Writing and Lasting Power of Attorney are not part of the Intrinsic Financial Services offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for these aspects of our business. Will Writing, Lasting Power of Attorney and Estate Planning are not regulated by the Financial Conduct Authority.
Charles Derby is a trading style of Charles Derby Financial Services Limited which is an appointed representative of Intrinsic Mortgage Planning Limited and Intrinsic Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority (see the FCA register at www.fca.org.uk/register , references 440718 and 440703)
show more
2 recommendations and reviews from 2 people
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Referral from
March 16, 2018
Richard P. asked:Can anyone recommend a mortgage adviser for buy to let?Vicky R. replied:https://www.facebook.com/460539954137453 Dena Al-Dossary Financial Adviser
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Referral from
February 17, 2018
Jean C. asked:I am looking for financial advice to help me understand some insurance and pension policies I pay into. Any recommendations please.Dena A. replied:Hi, I’m a qualified financial adviser. I have an office just outside of Wymondham. You can contact me on 07958121812 for an initial conversation if that helps. Kind regards Dena
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