DJC FINANCIAL SERVICES

Independent Financial Adviser  Suite 9, Northumberland, NE23 8AD
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FCA authorised
Last authorised 3rd May 2021
We offer a free initial consultation to all new clients, so contact us or visit our website for more details.
We can advise you on
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Annuity purchase
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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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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Employee benefits
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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
Meet our advisers
MR John Paul Wilson
Independent Financial Adviser
MR Gavin Edward Wales
Independent Financial Adviser
MR Desmond John Card
Independent Financial Adviser
About us

We provide a personal and confidential service to both existing and potential new clients throughout the North-East region.

With over 90 years’ combined experience in the Financial Services industry, we’re confident in our ability to provide the right advice in a professional and courteous manner. We are fully-qualified IFAs with the requisite licences for providing financial advice.

Our position as Directly Authorised to the FCA allows us to give ‘whole-of-market’ advice, and allows us access to a comprehensive range of providers to offer the best value to our clients.

Our services

We understand that all clients are different, and we’re as comfortable helping new clients understand the basics of personal financial management, as we are assisting experienced clients gain maximum value from their existing portfolios.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Suite 9, Hubbway Business Centre, Bassington Lane, Northumberland, NE23 8AD

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