DFP Wealth Management

Independent Financial Adviser D F P Wealth Management Ltd, 46-48 Devonport Road, Devon, Plymouth, PL3 4DH
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
13th August 2018
Based in Plymouth we specialise in pensions and Investments, have a free consultation without obligation with us today
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Peter Lee BaHons DipFa
Sean Irwin MBA BA(Hons) DipPFS
IFA
Where to find us
About us

DFP Wealth Management is a long established firm of 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 , personal protection, and employee benefits.

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

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 also advise on employee benefits. 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
Minimum mortgage value
£0
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.

Similar advisers near you

Independent Financial Adviser 0.67 mi
 
 
Independent Financial Adviser 0.99 mi
Fully qualified adviser with 12 years experience offering friendly impartial advice for individuals and corporate clients
 
Independent Financial Adviser 1.26 mi
We are fully independent, transparent and work only for the long term interest of our clients.
 
Independent Financial Adviser 1.27 mi
We've been recognised as a Finance Expert for the 2016/17 Parliamentary Review (Only Firm ever in the Plymouth Area)