David Michael Financial Services Limited

Independent Financial Adviser 22 Oaklands Road, Godley, Hyde, Cheshire, SK14 3DD
FCA verified
2nd December 2019
With over 30 years experience, we will provide a personal and professional service that you can trust.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group risk
Meet our advisers
adviser-person
David Michael Bunyan DipPFS, CeMAP
I F A / Managing Director
Where to find us

22 Oaklands Road, Godley, Hyde, Cheshire, SK14 3DD

About us

Our long standing relationship with clients has been built on strong foundations due to our commitment in providing honest and professional advice.

We have a manageable client base because we want to continue to deliver on the high level of service we have agreed on.

Our clients tell us that they feel very comfortable knowing that their money is in safe hands. Our regular contact with them helps us build on this trust and confidence. Our propositon aims to manage our clients wealth in line with agreed risk profiles.

Our clients also tell us that there are no surprises because they understand what they have purchased, how they work and how much risk they are taking,the charges and time frames we are working to.

We are based in Godley, Tameside which is in easy reach of the motorway network. This means we can reach clients further afield. For example we have a client base in Stafford that we have built up through recommendations over the past 15 years.

David Bunyan DipPFS CeMAP is our Independent Financial Advisor and Managing Director. He will provide you with the advice personally and will also deliver any ongoing services that we agree with you.

Our services

We specialise in retirement options advice including Lifetime Annuity & Flexi Access Drawdown options and have an excellent track record for delivering on agreed inital and ongoing advice processes.

We have a number of corporate clients and have a lot of experience in setting up Group Pension and employee benefit schemes.

We have been investing client money for 30 years with great success.

We also have a lot of experience in setting up appropriate Trusts to help mitigate inheritance tax and to ensure your beneficiaries get your money, rather than it going to the Tax Man.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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