Dalton Financial Partners

After stagnating with a cookie cutter advisory service, we engaged the team at Dalton Financial Partners. Their boutique services are provided with genuine interest and a personalised approach by a team of friendly professionals. Dalton Financial Partners provide our family proactive advice in a dynamic financial market. If you're looking for a unique financial plan which can grow and adapt have a chat with these guys.
Feb 18th, 2023

I cannot think of anything negative about my dealings with Daltons. I have only met with Josh & Greg but spoken to many others on the phone. They are fantastic with their customer service and always get back to me in a timely manner. To date their financial advice has been spot on for my situation while I have been unable to optimise my own finances. Greg is great at explaining the current situation and showing me the same on a PowerPoint presentation for me to digest in my own time. Whats more Greg makes appointment easy for me and does a house visit to my place when suitable for both of us. I have no problem in spreading the word I would have no worry in recommending Daltons to anyone needing financial advice.
Feb 17th, 2023

Feb 10th, 2023

My wife Margie and I have recently started to take advice from Dalton Financial Partners. Josh Dalton appears to have a sound appreciation of financial affairs, which is why we went there. He has been able to assure us that our status is reasonable, to have confidence in the future. In addition, we have started to revise our wills, powers of attorney, plus start to put in place estate planning for our twin teenagers, who are now nineteen. I have been trying to do this for a long time, but found it difficult to find an appropriate lawyer. Josh Dalton has been going through this process, plus provided a legal contact in that regard. He has also been able to recommend an accountant. At this firm, the staff are all knowledgeable, cheerful personalities, who go to great lengths to be helpful. Charles Horsfall 14/03/2023
Mar 22nd, 2023

I've heard a lot of good things about this business on the net as well as review sites. So I reach and was looking forward to working with a local business. Unfortunately I got rejected from the first 15 min consultation via a junior member who looked at my details and reverted back. I was told that I was too young for this company and they deal with much elderly customers close to retirement. It's definitely not the case when I saw all the videos on the site . One star is because I couldn't understand why the company decides to pick a demography when it comes to financial planning. It's ok, it's their business and they have the right to run it the way they wish. Lady on the call was trying to explain how I can search on Google to find another advisor.., that's how I found them in the first place. Sad that I'm not a good enough customer for them.. Possibly the demand is high and my profile is not enticing enough, but I wish them good luck! Left this review so the young would know and not be surprised if they were rejected like I was. .. back on my search for another planner..
Feb 11th, 2023