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Dominic Lacey Financial planning

Dominic Lacey

Financial planning

Areas of expertise

Dominic specialises in:

Supporting founders and entrepreneurs with sound financial advice from start-up to exit and beyond.


Joined Tilney in December 2015
John Lamb LLP 2011 - 2015
Regional IFA network 2007-2011

Notable client work and achievements

Advised clients engaged in business sale via Employee Ownership Trusts (EOTs).
Estate planning in advance of exit, for multiple business owner clients.
Advice on structuring business drawings to minimize tax, including use of pension.
Mitigating business risk via use of protection.

Professional qualifications and memberships

Fellow of the Personal Finance Society

Chartered Financial Planner

Affiliate Member of STEP (Society of Trust and Estate Practitioners)

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