DHM Wynchwood

Independent Financial Adviser  8 Shottery Brook Office Park, Stratford-Upon-Avon, CV37 9NR
First meeting at adviser's own cost
Clear, Simple, Proactive. We aim to leave you in a better place than when we met. We are independent, whole of market, financial advisers striving to achieve our client's goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
Mr Rhodri Evans
Independent Financial Adviser
About us

As independent financial advisers, we are able to advise on financial products available from all providers. We research, compare and select the most suitable products for each client’s needs.

We are an advice company which takes a full holistic approach to financial planning. We are a long established firm, with a loyal client base, excellent technical knowledge and all the expertise needed to meet your financial objectives.

I can offer assistance with Retirement Planning, Estate Planning Personal and Commercial Protection or Investment Advice. I also have specialised in Trust advice, through Personal Injury Trusts, Will Trusts, or Gift Trusts.

Our services

Within the organisation we have advisers who specialise in investments, pensions, savings, mortgages, long term care, tax planning and protection, as well as an investment committee with a great track record of producing good long term returns for our clients, including via our advisory model portfolio service.

Where to find us
Head office address: 8 Shottery Brook Office Park, Timothy's Bridge Road, Stratford-Upon-Avon, CV37 9NR
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022

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