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Dominic Middlemiss

Diploma in Regulated Financial Planning

Based in Durham, I work with professionals, business owners and families to help achieve financial goals and maximise tax efficiency. Using a holistic approach, I aim to remove the hassle of organising your finances and simplify the seemingly complex. Everyone deserves to understand their financial circumstances and have peace of mind for the future.

About

DJM Financial Planning was founded by its Director Dominic Middlemiss, following his graduation and appointment from the St. James's Place Adviser Academy. Prior to this he had a number of years’ experience in different roles in financial services working in all areas of financial advice firms and specialising in documenting advice for other financial advisers. He worked in a St. James's Place Practice before working in a whole of market Independent Financial Advice firm and felt that the service St. James's Place offers its clients, to be the most valuable he had seen, and wanted this for his own clients.

"I started DJM Financial Planning because I felt I could provide more to my clients than I have been able to in previous roles. I want to build an environment of long-lasting close personal relationships with clients to make sure that all clients feel trust in the financial advice they receive and 100% confidence in the planning they have undertaken for their futures.

Working in financial services since graduating university has given me a huge amount of experience in helping clients achieve financial security and their goals in life. I have worked with clients from all backgrounds and helped them all get where they want to be. The complexity of financial planning can be a daunting task, but I feel it has been overcomplicated and with simplification I can help everyone to understand their circumstances and the next steps they need to take. I am highly accomplished in numerous professional exams to ensure my industry knowledge is always up to date and giving clients peace of mind is at the heart of what I do." - Dom Middlemiss

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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SJP Approved 24/07/2023

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