DP'S Financial Advice & Services (David Parkinson)

Independent Financial Adviser 12 Danford Lane, Solihull, West Midlands, B91 1QD
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
22nd October 2018
Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
David Parkinson
Senior Partner
What our clients say
We have know David Parkinson for over 25 years. He has always provided us with an excellent service and we feel we can fully trust his advice. He has always been very approachable and on hand when needed. He has a professional and friendly approach. Bernadette & Robert Fenn. Leicester
Robert & Bernadette Fenn, Leicester
“David has been advising me on my finances for over 20 years, always taking the time to listen to what my aims and objectives are and looking at the best solutions and returns that fit those requirements. Very open and honest explaining fully costs and expectations but at the same time making sure you understand fully and also keeping it realistic. David has always been very flexible fitting around my timetable and has no issues with revisiting ideas or proposals to make sure you get the best options available where possible. I would and have recommended David to anyone who needs financial advice or a service related to their finances.” Martin Cooke Retired Group Director and Compliance Officer (Leicester).
Martin Cooke, Leicester
‘David has supported my wife and I for many years in helping us manage our finances as high net worth individuals. In that time, he has consistently given us wise and well-researched advice on pensions, investments and tax affairs. This advice has a made a real difference to the value of our investments. What also helps is that he is easy to get along with, no-nonsense and down-to earth in his attitude. He gets things done! On this basis, I have recommended David to family and friends many times.’ John Blakey Founder – The Trusted Executive Foundation | CEO Executive Coach | Keynote Speaker
John Blakey, Dickens Heath
David Parkinson has been my IFA for many years. He offers impartial advise based upon his research and knowledge. His recommendations are successful. I would recommend him to anyone. Rob Morris Managing Director Pamela Mann Ltd
Rob Morris, Pamala Mann Hinckley
David Parkinson has been advising our family for 15 years.Over this time he has proven that he knows his products and keeps up to date with current market trends ......this professional dedication has enabled him to achieve the optimum portfolio for us. The tailor made service David offers, I know, is due to his attitude of taking a personal interest and getting to know his clients and their needs. (He also Explains everything so even I can Understand!) Use him every time! L.S. Cooke
Lynda Cooke, Rearsby, Leicester
Where to find us

12 Danford Lane, Solihull, West Midlands, B91 1QD

Contact us
About us

Independent since 1999, we have more than 50 years’ experience between us of helping people manage their money. You’ll find us highly approachable and thoroughly professional. We make it our business to understand your finances on your behalf – but we’ll also help you understand them too. We’ll explain the jargon, use clear everyday language and bring a practical, common sense approach to your financial arrangements. Our financial advice is about saving you time, reducing your stress and maximising your money for the things you value most. Still not sure? Then come for a free initial consultation to find out all we have to offer.

Our services

We offer a full range of financial advice and financial planning services. In particular, we provide outstanding retirement planning services. David Parkinson holding a Pension Transfer Specialist Qualification & Retirement Options accreditation. Covering all your options under pension freedom (including drawdown, annuities and other options). We also specialise in investment planning and wealth preservation, including ISAs, family trusts, inheritance tax planning and pension sharing orders. For those in later life, we can also offer advice on long-term care and equity release.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Compliance

We are whole of market independent financial advisers who are unrestricted across the whole of market.
Our Financial Authority Conduct (FCA) registration number is 222166

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