DFP Wealth Management

Independent Financial Adviser 19 Ommaney Road, London, SE14 5NS
First meeting at adviser's own cost
Response rating
9.1 /10
FCA verified
12th August 2019
100% independent financial advice - specialising in Pensions, Investments & Inheritance Tax Planning
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
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Sean Irwin MBA BA (Hons) DipPFS
Independent Financial Adviser
Where to find us

19 Ommaney Road, London, SE14 5NS

Make an enquiry
About us

DFP Wealth Management is an independent financial advisers that offers Plain Speaking Financial Advice

DFP Wealth Management offers a wide range of services to its clients such as retirement planning, investments, inheritance tax planning and personal protection

We take the time to get to know you and help make the experience of finding the right solution for your needs as easy for you as possible and only ever act in your best interest

We can meet at either come to your work, home or somewhere convenient at a time and day that works for you.

Our services

We are an Independent Financial Advisers offering a first class service. There is no sales pressure or any jargon, we just want to help you get the best possible financial future for you and your family.

We specialise in giving clear and impartial advice on Pensions, Investments, Inheritance Tax & Protection Planning. We try to make the process as easy and helpful as possible for you.

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

DFP Wealth Management Ltd is an appointed representative of Positive Solutions (Financial Services) Ltd which is authorised and regulated by the Financial Conduct Authority.

DFP Wealth Management Ltd head office is located at The Old Bank Chambers, 46-48 Devonport Road, Stoke Village, Plymouth, PL3 4DH

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