Services
Small enough to care, smart enough to keep things simple.
FCA Firm Reference Number: 225814
Company Registration Number: 03784035
Ciaran Burks FCA Number: CXB01037
01
Investment Management
We help you make sure your investments are working as hard as possible for you. We manage these on an ongoing basis to make sure they remain in line with your goals and to minimise your tax bill.
02
Pension Planning
We assess and manage your workplace and personal pensions to suit your goals and minimse your taxes. This can include consolidating them to simplify your financial life.
03
Estate Planning
We help you minimise your potential inheritance tax liability, protect your family, and leave a lasting legacy.
Facts and Figures
We’re good with numbers
26
Years in business (DGS IFA est. 1999)
5
Different degrees and qualifications (as an individual)
2-3%
Of the value of your investments in added value every year (estimated based on research data)
Top 15
Ranked 15 in the FT top 100 advisers UK (DGS IFA)
About Us
Independent and transparent.
In a noisy world full of sales pitches, we focus on what matters to you. Then we follow the best evidence to help you get it. No fancy footwork, just a bit of uncommon common sense.
We are wholistic independent financial planners, so we understand the full picture before advising you. This means that whether we are talking about SIPPs, ISAs, GIAs, or any other WTFs - we make sure you have the right fit for you. Becasue we are independent, you end up with the best deal.
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We serve clients throughout England and Wales, with a focus on Hertfordshire. Brookmans Park, Potters Bar, and Cuffley are a focus area for Ciaran, who lives locally.
Testimonials
What our clients say
I am extremely happy with the advice and service I received from Ciaran Burks at DGS IFA regarding my pensions. His review of my financial circumstances was carried out with the utmost care and thought and the advice given was very clear and comprehensive. He kept me fully updated at all times and was patient, professional and gave me great peace of mind. I thoroughly recommend Ciaran.
Zoe Lowe
Ciaran was organised and friendly. He was careful to fully understand our financial position before coming back with detailed projections and options. I'm happy to recommend him and will likely consult with him again.
Michael Hall
I met Ciaran regarding pension queries, his friendly, professional approach and advice made the information and next steps understandable. Would highly recommend. Thank you.
Zahra Carnochan
Ciaran helped me make sense of my financial goals and set up my finances to meet them. His knowledge of workplace pensions and benefits were invaluable.
Abed Waweru
Ciaran was friendly, courteous and organised. Arranged an initial phone call with him with my mum, myself and siblings on IHT advice. There is a wealth of information online on this, but he also gave us a few more ideas. He’s a very good listener able to tailor his recommendations round one's requirements and personal circumstances.
Zen K
I had an initial call with Ciaran to discuss what I should do about my pensions and inheritance. He was friendly and easy to talk to. He gave me realistic advice taking into account my personal circumstances and money I have to work with.
Emma Whitaker