About Us and Our Services

D L Bloomer and Partners has been providing sound, independent, quality financial advice to individual, corporate and institutional clients since 1936. During this time, the firm’s scope of advice has of course changed, but over the years we have developed and maintained a strong philosophy built around the importance of the client relationship. Indeed, we are proud to be able to say we are advising the third generation of some families!

Historically we have advised many professionals. Specifically, individuals within the medical profession and academic related professionals have enjoyed a friendly and proficient service, and for many years we have been pleased to advise clients referred by several of the country’s leading legal and accountancy firms.

The most common areas of advice include tax efficient savings and investment schemes including personal equity plans (PEPs), individual savings accounts (ISAs), investment bonds, unit trusts, open ended investment companies (OEICs), all aspects of pension provision and planning, whether from a corporate or individual perspective, wealth management, preservation and inheritance tax planning. We also source and offer advice on mortgages whether commercial or residential, life assurance and critical illness cover – business related or for family protection.

Our objective over the coming years is to continue to broaden the range of services available with a view to remaining in a position to retain our valuable long standing client relationships as well as attracting new clients. Recent capital investment in back office systems and personnel with specific skills, demonstrates our commitment to a programme of continuous development and improvement in all aspects of the business, with the sole aim of enhancing the level of service offered to clients of all levels.