DB Financial

Financial Adviser (Restricted Whole of Market) G4 Worth Corner, Turners Hill Road, Pound Hill, West Sussex, Crawley, RH10 7SL

10th December 2018

If Financial Services appears complicated & daunting, it doesn't have to. Your Money + Our Expertise = Peace of Mind

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Douglas Bennett DIP PFS

Owner

Where to find us

G4 Worth Corner, Turners Hill Road, Pound Hill, West Sussex, Crawley, RH10 7SL

About us

Life is Not a Rehearsal.

From losing both his parents, within 12 weeks of each other, aged just 64 & 63, Doug Bennett, owner of DB Financial realised that Life is not a Rehearsal, and that everyone should seek every opportunity to enjoy your wealth while you can.

LIFESTYLE FINANCIAL PLANNING is at the Core of what we do. With this in mind the team at DB Financial will help you understand your finances, and work with you on your planning to help ensure you live life fully without fear of ever running out of money, we will also give you the confidence to spend where necessary and enjoy the experience.

Our services

You have worked really hard to create your wealth.

We will help you gain greater confidence to understand it. Where it is, What it is doing, How it is doing, and then help you gain the Peace of Mind & Security of knowing whether you can live the life you want to live without fear of ever running out.

We do not do one off projects, we look to create a long term mutually beneficial relationship with our clients.

Compliance

DB Financial is an appointed representative of Personal Touch Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority.

Not all of the Services listed are regulated by the Financial Conduct Authority

YOUR HOME MAY BE REPOSSESSED IF YOU DO
NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

There will be a fee of up to £995 for the arrangement of a mortgage.

We offer restricted advice on investment and pensions, which means that our advice is restricted to advice on a wide range of products from a panel of companies. You may ask us for a list of the companies and products we offer advice on. When dealing with investments and pensions products in each case we will advise you and make a recommendation after assessing your needs

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£50,000

Minimum mortgage value

£250,000

Compliance

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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