DIS Independent Financial Planning Ltd

Independent Financial Adviser 5 Aviary Road, Worsley, Greater Manchester, Manchester, M28 2WF
FCA verified
18th March 2019
DIS are a friendly honest, Treating customers fairly company that offer straight talking advice.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Group pensions
    • Stakeholder
    • Savings for children
    • Taxation planning
Meet our advisers
David Stephens I
Where to find us

5 Aviary Road, Worsley, Greater Manchester, Manchester, M28 2WF

About us

.Finances can get complex - and that's where we can help. We can decipher the jargon, but still explain things in a way you understand.

Our advisers hold the Advanced Financial Planning Certificate (Dip.PFS) as well as specialist qualifications in Investment Advice, Equity Release, Pensions and Mortgages and receive ongoing training to ensure they are up to date with all the latest knowledge.

We also offer a full tax and accountancy service.

David Iain Stephens , firm director, has 31 years experience in financial services.

Our services

Easy to understand advice, regular email updates, excellent communication, advisers available remotely. We have won awards for our service, charging structure and performance. Advice is available face to face or via internet/email/telephone if preferred. Free initial reviews always available. Check our client reviews at

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

We operate under the Financial Conduct Authority and are Directly Authorised.
Please visit www.fca.org.uk/firms/systems-reporting/register
Our FCA number is 590752.

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