DIS Independent Financial Planning Ltd

Independent Financial Adviser 5 Aviary Road, Worsley, Greater Manchester, Manchester, M28 2WF
FCA verified
20th August 2018
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
adviser-person
David Stephens I
Director
Where to find us
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
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

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.

Similar advisers near you

Independent Financial Adviser 0.45 mi
Professional, friendly and all-encompassing financial advice to help you set and manage your financial goals with a trusted partner.
 
Independent Financial Adviser 0.96 mi
Abbey Lane Financial Associates Limited is a successful, well-established Independent Financial Services company, which offers impartial financial planning advice.
 
Independent Financial Adviser 1.64 mi
We are fully Independent Financial Advisers and General Insurance advisers
 
Independent Financial Adviser 2.99 mi
A local firm with a great reputation due to the levels of adviser qualifications and the quality of service given.