Solihull Office: 0121 7771040 - [email protected]
Solihull Office: Call Email
Nuneaton Office: Call Email

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Welcome to DP's Financial Advice and Services

WE OFFER A FULL RANGE OF FINANCIAL AND PROTECTION SERVICES.
THESE ARE OUR MOST POPULAR.

Our Services

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    Retirement Planning

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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    Savings and Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of m...

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    Taxation

    Most of us face being taxed on our income, our capital gains, and in some circumstances the value of...

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Financial Advisers with offices located in Nuneaton and Solihull

Financial Advisers with offices located in Nuneaton and Solihull

Welcome to D.P's Financial Advice & Services

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call our Nuneaton office on 02476 372135 or email us at [email protected]

Call our Solihull office on 01217 771040 or email us at [email protected]

Here's how we formulate the plan towards Your Goals

Here's how we formulate the plan towards Your Goals

OUR PLAN FOR YOU

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • About You

    We meet together to discuss your personal circumstances and your current financial situation.

  • Your Goals and Ambitions

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • Analysis

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • How to get there

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • Implementation

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • Review the plan and progress updates

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Mark Jones

Leather Lounge

Thank you for the service and sound advice that you have given, the way you approach business in a friendly way makes all the difference, along with helping me make the most of my investements of course! Many thanks.

Eddie & Sue Croft

We asked D.Ps Financial Advice & Services to come and see us about 18 months ago, having found their information on the web. Having previously used another advisor for many years but became less confident in his services so we were wary to take on an unknown entity. But we needn't have worried as we found David very helpful, knowledgeable, trustworthy & honest. He goes out of his way to clarify the points that many of us who are ignorant of financial matters do not understand in a way that can be understood. They keep us up to date with relevant information and our first year review is due in March. Based on our experience so far their services & expertise are highly recommended.

Mr & Mrs Bains

DPS Financial Services are great, both my wife and I found them to be very professional and understanding to our needs. Our criteria was evaluated and the best solution that we would be happy with was put forward. David Parnell is a gem he has looked after our interests and constantly gives us updates of products/investments we may be interested in. Thanks for an excellent service.

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FTSE 100 7044.03 -266.34033 arrow -3.6433222 arrow
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WHERE WE ARE

02476 372135
Offices 27 & 30
Hollybush House
Bond Gate
Nuneaton, CV11 4AR


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