As Independent Financial Advisers (IFA) we offer independent advice on financial matters such as retirement options, pension building and investing.
We work on our client's behalf and do not represent any product provider such as banks or insurance companies.
Therefore we can recommend suitable financial products from the whole of the market.
As a small firm we can provide a more personalised and bespoke service.
D & P Asset Management can provide advice on:
At our first meeting we will typically carry out a review of your financial circumstances and discuss your goals and areas of advice that are important to you. This also gives you an opportunity to meet your adviser.
After the first meeting we will provide a 'service agreement' which will cover how we are paid and the costs we have agreed.
We will then:
- conduct research
- liaise with existing policy providers where relevant
- issue initial recommendations
A second appointment is then arranged to discuss our advice in more detail.
After our second meeting we will carry out any agreed action and complete all paperwork and applications for you. We will see this through to completion, keeping you fully informed at each step.
To find out how we can help use our contact form here.