Dominic Lacey

Dominic Lacey

Director, Financial Planning,

Dominic delivers financial planning advice and strategy to his clients. He has worked in the financial planning profession since 2007 and joined us in November 2015 from John Lamb LLP.

Although an all-round practitioner, he has particular expertise in complex technical pension issues. He has been asked to speak on the subject at conferences and seminars, particularly amongst leading private client law firms and tax advisory practices. Dominic is also a member of Tilney’s Personal Injury and Clinical Negligence team and he has particular expertise in advising clients, trustees and deputies post-settlement, on establishing and structuring investment portfolios.

Dominic is a member of the Personal Finance Society and the Chartered Insurance Institute. He has a degree in Classics from the University of Birmingham. He has attained the Advanced Diploma in Financial Planning, achieved Chartered Financial Planner status in 2013 and became an affiliate member of the Society of Trust and Estate Practitioners (STEP) in 2016.