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
FCA verified
10th June 2019
Based in Plymouth we concentrate in pensions and Investments, have a free initial consultation without obligation with us today
We can advise you on
    • 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
    • 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
Peter Lee BaHons DipFa
Sean Irwin MBA BA(Hons) DipPFS
Where to find us

D F P Wealth Management Ltd, 46-48 Devonport Road, Devon, Plymouth, PL3 4DH

Make an enquiry
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
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    Online (Live chat, video, email)
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    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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

Inheritance Tax Planning, Tax planning, Commercial Mortgages, Auto enrolment advice, some offshore investments are not regulated by the Financial Conduct Authority.

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