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
Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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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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Traded endowment policies
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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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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
David Parkinson
Senior Partner

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.

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.

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! L.S. Cooke
Lynda Cooke, Rearsby, Leicester
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 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 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
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
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.

Where to find us
Head office address: 12 Danford Lane, Solihull, West Midlands, B91 1QD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020

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