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Who We Are

We’ve been helping clients navigate complex financial markets since 2010, and from those very early days our business has evolved primarily through client recommendations.

Who We Are


Russell Golledge

Charterd Financial Planner

Russell Golledge has been an Independent Financial Adviser since 1998 and became a Chartered Independent Financial Adviser in 2016 and is currently working towards becoming a Fellow of the Chartered Insurance Institute.

Russell has also furthered his knowledge in Trusts and Trustee Investments through STEP, by gaining the Diploma in Trusts and Estates to qualify as a Trust and Estate Practitioner (TEP).

Unhappy about the quality of advice he was seeing from fellow IFA’s, he setup DG Financial Services Ltd in 2010 to promote a better class of advice with client’s needs and outcomes first.




Chloe joined DG Financial Services, having previously worked for Aviva on their Pensions Helpline. Chloe is responsible for the day-to-day administration of the company, as was well as dealing with general queries from clients. She is currently working towards the CII Paraplanner Qualification.



Compliance Officer

Adrian has been a Compliance Officer and an IFA for over 40 years. He is also a fellow of the Pensions Management institute; Adrian is responsible for ensuring we adhere to constantly changing rules and regulations.



Office Manager

Derek retired from financial services in 2012 and is now responsible for the business management of the company.

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Call us now on
01379 454508