
My relationship with you, the client, is at the heart of everything that I do. I aim to secure your financial well-being through having an in-depth knowledge of your personal circumstances. I pride myself on providing a personal service and being able to build long-term tailored solutions for my clients.
Dominic is the founder and Managing Director of Guppy Wealth Management. Prior to this, his entire 24 year career has been dedicated to the wealth management industry and helping private clients achieve their financial goals.
Following graduation, Dominic became interested in financial markets and started work as a portfolio manager running high net worth portfolios for private clients. With a passion for the stock market, he became a stockbroker advising on individual equities, bonds and discretionary portfolios. From here, Dominic progressed to become a senior private banker with a major bank, allowing him to take a more holistic approach to finances, and focus on long-term planning for his clients as well as their investment needs.
Dominic has a BA(Honours) degree in Economics and is a Member of the Chartered Institute for Securities and Investment. My investment philosophy of seeking ‘value’ in markets and investing for the longer term is based on the principles of Warren Buffett – ‘the stock market is a device for transferring wealth from the impatient to the patient’.
Away from the office, Dominic enjoys spending time with his wife and son.
Guppy Wealth Management was established in 2017 when Dominic Guppy accepted an invitation to join St. James's Place.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We offer an excellent wealth management service which will help you achieve your goals
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St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 27/03/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.