D & A Investments Partnership Limited

Independent Financial Adviser D&A Investments Partnership Limited, Venture One Business Park, 11 Long Acre Close, Sheffield, South Yorkshire, S20 3FR
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th August 2019
We are Chartered Financial Planners providing independent advice to personal, corporate and commercial clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Peter Armitage
Financial Planner
Tony Dungworth
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
D&A Investments Partnership Limited have helped provide a platform of understanding for us to make important decisions about our finances. We like their friendly yet always professional manner, which makes it easier to discuss what's important to us.
Catherine, Derbyshire
Since receiving an inheritance, which made our finances more complicated, we have received excellent advice from D&A Investments Partnership Limited in managing our wealth. We now have an improved understanding of financial markets and how our money is being invested with healthy returns, based on our personal and financial situation and attitude to risk. We have complete trust in D&A, who have always been approachable and respectful.
Bridget, Ashbourne
Having been a client of D&A Investments for many years, I have no hesitation in recommending their service. I feel as though they are MY team, and I know exactly what is going on with my money.
Margaret, Derbyshire
Friendly, astute advice I can trust.
John, Derbyshire
I not only found my adviser, ‘very good’ but I would describe him as excellent. It was a pleasure to work with someone so eager and pleasant and I feel completely relaxed throughout the whole meeting. It's so nice to work with people who are so pleasant and easy to talk to and understand the situation so well.
Judith, High Peak
My investment situation, knowledge and aims are understood by my D&A adviser. This means I receive advice that is both relevant and informative. It is provided in a manner that I understand and suits me.
Nigel, Barnsley
We have been using D&A for many years now and have always been confident and comfortable working closely to look after our investments. Look no further for an honest trustworthy and value for money service. Can’t recommend them highly enough.
Richard, Rotherham
We have been associated with D&A Investments for six years and have found their financial advice sound and their personal one to one service both essential and informative to the layman.
Sharon, Chesterfield
Excellent professional advice and excellent customer service. A considerable amount of work done on our behalf, pushing through the red tape of the pension companies to get what was best for us, not what was easiest or the best for the adviser. We were kept up to date with the process all along and always did what was agreed.
David, Staffordshire
D&A Investments Partnership Limited have always given us a friendly personal service. To have the continuity of a partner with whom we have worked over many years means that the team has an in-depth understanding of our circumstances and can focus their advice based on their knowledge and experience. Their guidance over the performance of our investment managers has been invaluable.
Robert, Sheffield
Where to find us

D&A Investments Partnership Limited, Venture One Business Park, 11 Long Acre Close, Sheffield, South Yorkshire, S20 3FR

Make an enquiry
About us

We are Chartered Financial Planners providing independent advice. We specialise in bespoke financial planning services for personal, corporate and commercial clients across Nottinghamshire, Derbyshire and South Yorkshire.

Combined, our Financial Planners Tony Dungworth and Peter Armitage have more than 55 years’ experience in financial services.

We specialise in working with:
• Business owners: We’ll create a financial plan that accounts for both your business and personal finances.

• People approaching retirement: We’ll help you create a thorough financial plan that will enable you to retire successfully.

• People already retired: We’ll help you to implement any necessary changes to your current financial arrangements to ensure you can achieve your retirement goals.

• Professionals: We'll help you get financially organised so that you can enjoy life now, safe in the knowledge that your family’s future is secure.

• People divorcing or separating: We’ll help you make sense of the financial side of divorce and create a plan to ensure you and your family are secure.

• People who have been recently widowed: We will guide you sympathetically and create a financial plan that will enable you to live without money worries.

Our services

Bespoke financial planning will ensure you’re on the right track to achieve your aspirations; enhancing your lifestyle, not just your finances.

Here are just some of the reasons why people choose us:

• We are Chartered: Chartered status represents our commitment to continued professional development, exceptional service and client support.

• We are Independent: We have access to products and providers from the whole market. We only ever recommend the best solution for you.

• We are trusted experts: Combined, Tony and Peter have over 55 years’ experience in the financial profession. Both are highly-qualified and FCA regulated.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

D&A Investments Partnership Limited is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales. Company number: 10368496. Registered Office: 11 Venture One Business Park, Long Acre Close, Sheffield, S20 3FR. Postal Address: PO Box 5872, Sheffield, S20 9FB.

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