Indpendent Financial Planner

Dena Al-Dossary

DipFA, GNVQ Advanced Health & Social Care Level 3

Dena is an experienced, qualified, Independent Financial Planning consultant with circa 15 years’ experience in the Financial Services industry.

Over that time, she has developed a breadth of knowledge and expertise which allows her to deliver a professional and reliable service to her clients.

Dena worked in the healthcare sector for many years prior to the financial sector. She believes that both sectors share similar attributes, with skills such as patience, listening & understanding. 

Ensuring that care and due diligence is met when discussing financial plans with her clients, she enjoys helping her clients to determine their short and long-term financial goals and to create a balanced holistic financial plan to meet those goals, with access to market leading products she can deliver a bespoke and flexible solution.

Dena has a Diploma in Financial Advice as well as a GNVQ level 3 qualification in Health and Social Care. Outside of work Dena has a passion for cooking, enjoys walking in scenic places, a lover of fine wine, and spending time with her family & friends.