Accounting so simple it's child's play! There is a saying, "if you can't explain it to a 6-year-old, you don't understand it." We have a straightforward, no-nonsense approach to the way we work and advise our clients.

Free financial advice session available. An opportunity to speak to one of our experts to discuss Pensions, Investments, Mortgage, Protection & Equity Release.

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the discounted fee of $65, a DG Tax CPA will review your tax return and return it with recommendations in time for your next DG Advisor financial meeting. Should you choose to have DG Tax prepare your 2018 tax return, the review fee will be applied to that cost. After you have received your recommendations, you can schedule your one on one appointment with a DG Tax CPA to discuss further steps.

We, at Parkway Insurance Group, welcome you to be part of our family. Schedule a time so that we can complete a new customer registration. This will insure that we have all the necessary information for you on file, and that you are receiving all available discounts. Duration: 30 minutes

We, at Parkway Insurance Group, have professional staff that have the mission of helping you review your policies. Please be prepared to take a few moments to tell me about your current situation. All appointments are in the Central Time Zone! Please adjust accordingly for your time zone. Appointments are phone, face to face, or web chat. Your confirmation email will contain all location, web chat, and contact information Duration: 30 minutes

We, at Parkway Insurance Group, will contact you to inform about the progress of your claim, and to complete the required customer service steps, so that your claim is successfully finished. Duration: 15 minutes

You are booking an Initial Loan Consultation with My Mortgage Professionals. This can be done over the phone, via Video Conference or in person. This is when we have an initial chat about what it is you want to achieve and how we can help. We will gather some basic personal information like your full name, email address, etc. If we decide to continue with the loan application process, you will start to receive emails containing important information and actions to be taken. We look forward to speaking with you.

You are booking a Loan Interview with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we talk about your needs and objectives. Educate you on the finance market and terminologies. Explain the process to be followed and how lenders operate. At the end of our meeting, you will understand exactly what to expect and how we will proceed.

You are booking a Recommendation Presentation with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we present our loan recommendation following our initial discussion, loan interview and research into loan products that fit your needs and objectives. We will decide together how we proceed.

Individual Tax Return - straight forward tax return, ie PAYG Summary, bank interest and deductions

Your upcoming appointment is an initial mortgage consultation, and it will be conducted online via Microsoft Teams. You'll receive an email invitation with a link to join the virtual meeting at the scheduled date and time. Please ensure you have a stable internet connection and a device with a microphone and camera. We're excited to discover your mortgage needs and assist you in finding the best solution.

When it comes to making decisions, conducting a needs analysis is vital. It helps us understand the gap between our current situation and our desired outcome, enabling us to identify the necessary steps to bridge that gap. Whether it's in business, education, or personal growth, a needs analysis provides valuable insights that lead to effective solutions. So, let’s take the time to assess your needs and watch as your path to success becomes clearer. #NeedsAnalysis #DecisionMaking #Success

Considering transferring your 401k or other investments to an annuity? It could be a wise move for your retirement planning. An annuity offers a guaranteed income stream, ensuring financial stability during your golden years. Plus, it provides tax advantages and the potential for growth. However, it's essential to weigh the pros and cons carefully before making the switch. Consult with a financial professional to determine if an annuity aligns with your long-term goals. Secure your future with a well-informed decision. #retirementplanning #annuity #financialsecurity

Life insurance is a crucial financial safety net that everyone should consider. It provides a sense of security and peace of mind, ensuring that your loved ones are protected in case of the unexpected. Life insurance can help cover funeral expenses, outstanding debts, and provide financial support for your family's future. Don't wait until it's too late, invest in life insurance today to safeguard your family's financial well-being. #LifeInsuranceMatters #FinancialSecurity

We offer a completely FREE no obligation consultation. This is ideal if you are new to financial advice or have existing policies you would like reviewed. It gives you the opportunity to see the services and qualities we can add, before transacting business with us. </br> <b>All initial consultations take place in our office in Handbridge, Chester.</b>

Whether you are looking for a mortgage on an existing property or a new one, we can help you along the way! We provide a wide range of services including mortgage sourcing for Residentials, Buy to Let properties and Commercials. 

We'll help you with your HMO management/investment or corporate accommodation questions. We're here to help and look forward to talking to you.