Sign up / Sign in

About us

My Hero

Our People

Founded in 2001, Red Dot are a team of advisers covering the whole of the UK. We welcome you to engage and reach out to our highly skilled team who can help with your personal and business finances by providing independent financial advice. Red Dot offers a wide range of services and are proud to support our wider communities with new and exciting programs, rewards and initiatives. 

Meet the people leading our teams…

Our Story

Founded in 2001, Red Dot is a firm of independent financial advisers specialising in providing advice on mortgages, pensions, investments, insurance and protection.


Dyfed Lloyd-Jones



Rebecca Flaherty

Business Development Manager


Stephanie Jones

Business Strategic Manager

For more information and to see how we can help contact us on –

Don't take our word for it. Our clients speak for us.

My Hero

Contact us today

At Red Dot our duty is solely to you- our client. We can help you, your family and business with expert independent financial planning and take the time to understand your needs and goals. Planning for your future and building your wealth, protecting you and your loved ones and your business, is what we do. To see how we can help, please contact us today.

We can conduct our business from a distance via Telephone, Zoom, Skype, Email, Post and in person at any of our offices or an address of your choice. Please fill in our online form and we will get back to you.

My Hero