Our Advice

TL Dallas Independent Financial Services Ltd provides professional financial services for individuals and businesses across the UK.

We provide objective and independent financial advice to individuals, families, business owners and trustees; tailored to meet your specific needs. Working in partnership with you and other trusted professional advisers, we will help you to build your wealth, protect it and pass it on to future generations.

We have a loyal client base and work for many individuals and businesses of all sizes that are based across the UK. Our clients enjoy the continuity of service they receive and the added value we provide – many of our personal clients take advantage of our pension management, inheritance tax and retirement planning advice. Nearly all of our new clients come from referrals by our existing clients, which is a testament to the quality of work carried out by the team.