DP'S Financial Advice & Services (David Parkinson)
Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
We can advise you on
Pensions & divorce
Pensions & retirement planning
Buy my next home
Buy to let
Buying first home
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 2nd August 2021
Meet our advisers
MR David Parkinson
Qualifications & Accreditations
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
CF9 - Pensions Simplification (CII)
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
K10 - Retirement Options (CII)
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
What our clients say
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!
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.
Pamela Mann Ltd
‘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
“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.”
Retired Group Director and Compliance Officer (Leicester).
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
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.
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.
Where to find us
Head office address: 12 Danford Lane, Solihull, West Midlands, B91 1QD
Minimum wealth (income/assets)
Minimum mortgage value
Face to face