DIS Independent Financial Planning Ltd

Independent Financial Adviser  5 Aviary Road, Greater Manchester, Manchester, M28 2WF
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FCA authorised
Last authorised 13th September 2021
DIS are a friendly honest, Treating customers fairly company that offer straight talking advice.
We can advise you on
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Stakeholder
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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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Traded endowment policies
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Unit trusts
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Savings for children
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Taxation planning
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Group Pension/Stakeholder
Meet our advisers
MR David Stephens I
Director
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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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