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.

Ford recalls more than 255,000 Focus vehicles over engine stall risk

Ford recalls over 255,000 Focus vehicles from 2012-18 model years due to a canister purge valve issue that may cause engines to stall unexpectedly.

How the historic SpaceX IPO is turning everyday workers into overnight millionaires

SpaceX workers share plans for their historic IPO windfall as stock options turn current and former employees into millionaires after going public.

SpaceX set a new record for IPOs: These are the world's 5 largest

SpaceX raised $75 billion in the largest IPO in history, more than doubling the previous record as Musk eyes Starlink growth and space AI centers.

SpaceX makes historic debut; Musk solidifies status as world’s first trillionaire

SpaceX's IPO valued the rocket and satellite company at roughly $1.77 trillion, pushing Elon Musk's net worth to about $1.1 trillion and making him the first trillionaire on paper.

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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