Dalton Steiner
Dalton Steiner
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Find the right service for you

Choose from a wide range of Financial Planning, Investment Management and Account options to help you create a more secure financial future.

How can we help you?

Planning Services

Whether you have a specific question about your finances or looking for someone to help you create a holistic financial plan, we can help you create a more secure financial future.

Holistic Financial Planning to build you a financial plan that’s specifically designed to meet your needs.
Dalton Steiner Direct Financial Plans provide guidance and streamlined advice around a commonly asked financial question for people who don’t have complex needs.

Account options

To make sure your money is in the right account for you, we offer a wide range of account options.

Stock & Shares Individuals Savings Accounts (ISAs)
Individual and Joint Investment Accounts
Stock & Shares Junior Individuals Savings Accounts (JISAs) for your child or grandchild

Investment Account

Flexible investing with an Investment Account.

We offer several professionally managed investment services, from Bespoke Discretionary to Advisory Dealing
We offer a number of do-it-yourself investing options, whether you prefer to manage this online or over the phone.

Latest Insights

Explore our latest commentary, detailed guides, and articles to help you stay informed on important financial topics. Sign up to receive regular email updates with our newest insights.

Visa slashes thousands of jobs in efficiency push

Visa CEO Ryan McInerney cited efficiency and AI-driven shifts in a staff memo as the payments giant moves to cut 2,600 jobs across its workforce.

Airbus jet completes 24-hour flight in push for world’s longest commercial route

The aircraft flew more than 14,000 miles during a marathon test flight, moving Qantas closer to launching nonstop service between Australia and Europe.

Cracker Barrel to pay for outgoing CEO’s security, $4.6M severance after failed rebrand

Julie Masino will receive $4.63 million in severance plus security costs after stepping down as Cracker Barrel CEO amid the failed rebrand fallout.

Johnson & Johnson agrees to pay $5.5B to settle talc lawsuits

Johnson & Johnson says it will pay an estimated $5.5 billion to settle about 76,000 lawsuits alleging its baby powder and talc caused ovarian cancer.

Request a call back

Contact us today to discuss how Dalton Steiner can help you.

+41 22 505 26 26 (Open Mon-Fri, 9am-5pm)

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