DP Financial Solutions Ltd

Independent Financial Adviser  15 Bloomsfield, Cambridge, Cambridgeshire, CB25 0RA
First meeting at adviser's own cost
I am a Financial Planner near Cambridge, providing independent financial advice to people with retirement/investment, inheritance tax planning & protection needs
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Small business
check
Estate planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
9.3/10
check
FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR David Philpott
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
David spent considerable time and effort explaining everything to me. I trust him implicitly and have already recommended him to my friends and family.
Beryl B, Epping
About us

I focus on you, not your money. No two people are the same and have the same needs. I’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.

Our services

I'm independent: When I implement your financial plan my status as an Independent Financial Adviser allows me to select products from the whole market.

With over 16 years experience of providing top quality financial planning I look to build relationships with my clients over many years and be there for you when your financial needs change.

Where to find us
Head office address: 15 Bloomsfield, Burwell, Cambridge, Cambridgeshire, CB25 0RA
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

DP Financial Solutions Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register.

The FCA does not regulate Inheritance Tax Planning

Response rating
9.3/10
check
FCA authorised
Last authorised 14th June 2021

Similar advisers near you

Independent Financial Adviser 1.18 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 1.78 mi
Pension, Investment and Retirement advice, tailored to your individual needs. Daytime or Evening appointments in the comfort of your home.
 
Independent Financial Adviser 1.81 mi
We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.
 
Independent Financial Adviser 1.87 mi
Voted Wealth & Finance "Best Investment Planning Firm (Midlands) 2018" and The Times "Top 100 Highest Rated Financial Advice Firms" 2020 UK Enterprise Awards Best Investment Management Firm 2020 Excellence Award for Inheritance Tax Planning Services 2020