About us

We are a firm of Independent Financial Planners based in Liverpool.

DSG Wealth Management was established as a joint venture between DSG accountants and PWS Financial Consulting Ltd in order to facilitate the provision of independent financial and wealth planning for clients of DSG accountants.

Please see the details of all our team below.

Mohit Saini

Director & Chartered Financial Planner

Mohit specialises in working with business owners and high net worth individuals. He is a Chartered Financial Planner; an accreditation indicative of his dedication to ongoing personal development.

Meet Mohit

Andrew Robertson

Financial Adviser

Andrew has worked in financial services for more than 30 years.

Meet Andrew

Jonathan Barlow

Financial Planner

Jonathan is a Financial Planner specialising in pension planning. He enjoys making a real difference to our clients’ lives and businesses.

Meet Jonathan

Nick Grogan

Award Winning Chartered & Certified Financial Planner

Nick has worked in financial services for fifteen years. He is a highly-qualified Chartered Financial Planner, a Certified Financial Planner and a Fellow of the Personal Finance Society.

Meet Nick

Marie Clark

Office Manager

As our Office Manager, Marie’s role is to ensure the smooth running of our office’s processes and procedures: everything from compliance to management, banking, payroll and recruitment.

Meet Marie

Florin Nitescu

Trainee Financial Administrator

Florin studied Banking and Finance at university and is currently working towards his Diploma in Financial Planning whilst training to become a Financial Administrator.

Meet Florin

Jake Lloyd

Financial Administrator

Jake is a friendly point of contact for our clients and is always working on developing his skills. He has completed his Diploma in Financial Services and is now working towards Chartered Financial Planner status.

Meet Jake

Emma Caffrey

Financial Administrator

Emma’s role varies between marketing, mortgages and commissions. She enjoys working with such a great group of people – no two days are the same!

Meet Emma

Karen Kelly

Financial Administrator

Karen’s role involves providing support for our advisers and clients.

Meet Karen

Matt Webb

Financial Planner and Mortgage Adviser

Matt has been providing independent financial advice for 22 years; helping clients to achieve their financial goals through comprehensive advice.

Meet Matt

Stephanie Winder

Financial Administrator

Stephanie supports our advisers with both new and ongoing client cases. She prepares client meetings, processes new business and is a friendly port of call for the people we work with.

Meet Stephanie

Mark Crighton

Mortgage Adviser

Mark works closely with our financial advisory team, providing mortgage advice and solutions for new purchases, remortgages, Buy to Let and commercial deals.

Meet Mark

Meet the team

Our expert team consists of Financial Planners and dedicated support.

Get in touch

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