Domus Financial Services

What Domus Financial Services does

Domus Financial Services is a holistic financial advisory and planning practice headquartered at Trym Lodge, 1 Henbury Road, Westbury-on-Trym, Bristol, with a second city-centre office at St. Brandon's House, 29 Great George Street. The firm serves individuals, families, and businesses across the UK with an integrated suite of eight advisory service lines: Mortgages, Savings & Investments, Retirement Planning & Pensions, Financial Protection, Tax Planning, Equity Release, Business Financial Planning, and Inheritance Tax Planning. Delivery is consultative and sales-led, beginning with a no-obligation, no-cost discovery meeting and followed by a proposal-based, fee-transparent engagement, supported by a FinCalc-powered client portal for ongoing account access.

The firm operates as an appointed representative of Quilter Financial Services Limited (FCA Register reference 440703), with formal Quilter approval dated 17/06/2025, which provides the regulatory framework for its investment, pension, mortgage, and protection activities; several service areas (inheritance tax planning, estate planning, some employee benefits, buy-to-let mortgages, auto-enrolment, lasting powers of attorney, and trusts) are explicitly outside FCA regulation. Whole-of-market access is offered for mortgages and investments, and ongoing reviews are positioned as a core part of the client relationship. The technology footprint is limited to standard financial planning software, a client portal, and a Wix-based website; no proprietary technology products are disclosed.

Revenue is generated exclusively through professional-services advisory fees, with transparent, pre-agreed pricing and multi-year client contracts. The firm is privately held with 1–10 employees, is led by Managing Partner Alex Johnston (a Chartered Associate of the London Institute of Banking & Finance, in financial services since 2014), and operates without external venture or private equity capital. Marketing is primarily referral-driven with a website presence; geographic scope is the UK, with operational focus on Bristol and the surrounding region.

Name

Domus Financial Services

Legal name

Domus Financial Services

Website

https://domusfinancial.co.uk

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Domus Financial Services is a Bristol-based, UK-focused financial advisory practice offering holistic planning across mortgages, investments, pensions, protection, tax, equity release, and business planning to individuals, families, and businesses. It operates as a Quilter appointed representative (FCA ref. 440703).

Ownership category

akta.pro rank

Headquarters

HQ city

Bristol

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory Fees: The firm charges transparent, competitive fees for financial advisory and planning services. Clients can pay fees directly through their plans and may opt out of the service at any time. The firm emphasizes transparency about how and when they charge, avoiding hidden costs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Domus Financial Services is a Bristol-based holistic financial advisory and planning practice that delivers whole-of-market advice across mortgages, savings and investments, retirement and pensions, financial protection, tax planning, equity release, business financial planning, and inheritance tax planning. Services are delivered through personalized financial plans with ongoing reviews, and existing clients access information through a FinCalc-powered client portal.

Product overview

Domus Financial Services is a holistic financial advisory and planning practice offering a unified suite of advisory services rather than discrete software products. Their core offerings include Mortgage Advisory, Savings & Investments, Retirement Planning & Pensions, Financial Protection, Tax Planning, Equity Release, Business Financial Planning, and Inheritance Tax Planning. These services are delivered through personalized financial planning, with a client portal powered by FinCalc for ongoing account access. The practice primarily serves individuals, families, and businesses in the UK, providing long-term advisory relationships rather than standalone product modules.

Differentiator

Problem solved

Functional benefit

Products and services

• Mortgages Whole-of-market mortgage advisory service covering first-time buyers, remortgages, buy-to-let landlords, and specialist borrowers including HMOs, land, and semi-commercial properties.
• Savings & Investments
• Retirement Planning & Pensions
• Financial Protection
• Tax Planning
• Equity Release
• Business Financial Planning
• Inheritance Tax Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Quilter Financial Services LimitedcoreStrategic or Co-development PartnerDomus Financial Services is an appointed representative of Quilter Financial Services Limited, entered on the FCA Register under reference 440703. Quilter is a UK wealth management company that provides the regulatory framework and oversight for Domus as an appointed representative. The firm was approved by Quilter Financial Services Limited on 17/06/2025.

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Rathbones Group: UK wealth manager offering investment management, financial planning, and advice to private clients, intermediaries, and charities. Comparable in holistic advisory proposition and UK focus, but with materially larger AUM and adviser footprint.
• Hargreaves Lansdown: The UK's largest direct-to-consumer investment platform, offering ISAs, pensions, funds, and some advice services. Comparable as a UK investment and retirement provider, but competes primarily on self-directed and digital advice rather than holistic face-to-face planning.
• Evelyn Partners: UK wealth management and professional services firm offering investment management, financial planning, tax, and advisory to individuals, families, and businesses. Comparable to Domus across holistic advisory and target segments, but at significantly greater scale and breadth.
• St. James's Place: One of the largest UK wealth management networks, offering advice on investments, pensions, mortgages, and protection through a national adviser base. Comparable to Domus across product scope, but vastly larger scale, proprietary fund range, and a partner rather than AR model.
• Tilney Smith & Williamson (now part of Evelyn Partners): UK financial planning and investment management firm serving individuals, families, and businesses with advice across investments, pensions, tax, and estate planning. Comparable holistic proposition and UK market, with broader national coverage than Domus.

Direct peers

• Chase de Vere (now part of Integrated Financial Arrangements): Independent UK financial adviser offering holistic advice on investments, pensions, mortgages, and protection to individuals and businesses. Highly comparable in product breadth, target segments, and consultative sales-led GTM, though larger in scale.
• The Private Office (TPO): UK chartered financial planning firm providing holistic advice on investments, pensions, mortgages, protection, and tax planning to individuals, families, and businesses. Comparable holistic proposition, segment focus, and face-to-face advisory model at a similar scale tier.
• Quilter Financial Advisers: The parent network of which Domus is an appointed representative; it supports a large UK network of directly authorised and AR financial advisers offering investment, pension, and protection advice. Directly comparable in business model, regulatory structure, and product scope.
• Saltus Financial Planning: UK chartered financial planning firm offering wealth management, investment advice, tax, and retirement planning to individuals and business owners. Comparable as a mid-sized holistic IFA serving similar client segments, with broader geographic reach than Domus.

Others

• SimplyBiz (now Simpler Outsourcing): UK compliance, business support, and services provider to a large network of directly authorised IFAs and appointed representatives. Comparable in that many of its member firms operate with similar AR/DA structures and product scope to Domus; relevant as an ecosystem/network peer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Domusfs
• LinkedInlinkedin.com/company/domus-financial-services

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Domus Financial Services