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DP’s Financial Advice and Services is a partnership of two independent financial advisers, David Parkinson and David Parnell, who formed their practice in November 1999.
David Parkinson is based in Solihull, and specialist qualifications include G60 (Pension Transfers), K10(Retirement Options), MAQ(Mortgage Advice Qualification),CF9(Pension Simplification), CF7 (Lifetime Mortgage Activities)and DipPFS(Dipolma In Financial Planning.
David Parnell is based in Nuneaton and specialist qualifications include (Savings and Investments )SV1. G10 (Taxation & Trusts),CF9 (Pension Simplification), CF7 (Lifetime Mortgages Actitivies),CeMaP(Certificate in Mortgage Advice & Pratice),( CF8 Long Term Care Insurance) and DipPFS (Dipolma in Financial Planning).
Together, they have some 35 years experience in working in financial services, primarily as tied agents for large insurance companies prior to 1999.
Both partners have gained full FPC (Financial Planning Certificate) status and are qualified to advise on all aspects of Financial Planning:
- Pensions and SIPPS
- Pension Transfers
- Options at Retirement
- Investment
- ISA's, OEICS
- Offshore Investments
- Tax Planning, particularly Inheritance Tax mitigation
- Life assurance/critical illness
- Long Term Care Planning & options
- Equity Release
- Endowments
- Savings Plans
The practice has been built up through referrals, recommendations and through connections with other professional bodies, to a client base of some 400 people through the country.
We are Members of PFS (Professional Finance Society) and AIFA (Association of Independent Financial Advisers).
We offer a Personal bespoke service. You become a client, not just a number.
