DP Financial Solutions Ltd

Independent Financial Adviser  15 Bloomsfield, Cambridge, CB25 0RA
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FCA authorised
Last authorised 24th January 2022
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
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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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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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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Group Pension/Stakeholder
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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
Meet our advisers
MR David Philpott
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
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

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

15 Bloomsfield, Burwell, Cambridge, CB1 9NE

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