DP'S Financial Advice & Services (David Parnell)

Independent Financial Adviser  Offices 27 & 30, Hollybush House, Nuneaton, Warwickshire, CV11 4AR
First meeting at adviser's own cost
Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience.
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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Equity release
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Critical illness
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Life 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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Corporate pension
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Group Pension/Stakeholder
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 18th January 2021
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.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

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

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

David Parnell Dip PFS,CeMap,ER
Senior Partner

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 assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
“David Parnell has provided excellent advice and support during the recent period of considerable financial turbulence. His approach to our family’s issues has been entirely focussed. He has on an annual basis carried out a review of our needs or otherwise to our benefit and we would certainly recommend DP'S Financial Advice & Services for any prospective customers looking for unbiased financial advice. - George & Virginia Fowle, Nuneaton”
George & Virginia Fowle, Nuneaton
"Many thanks to David Parnell of DP's for providing excellent advice and guidance in setting up my Pension arrangement. Pensions are complex for the uninitiated and it's great to have the information you need, delivered in a friendly, competent and easy to understand manner. It's clear that David knows his subject and he makes sure you are comfortable with his recommendations before proceeding. The proof of the pudding is in the eating of and after 2 years, I'm happy to report that my investment is proceeding well! Many thanks David!" With best regards, Dave Haggett
David Haggett, Nuneaton
In my dealings with D.P's Financial Advice & Service I have found that they consistently provide a professional and client focussed service to their customers. They undertake a thorough and comprehensive check on the clients’ needs and ensure that the client understands all of the options open to them. They maintain regular client contact via a newsletter, e-mail updates and individual meetings and ensure that any issues arising with investments are promptly addressed. Products offered to clients are done so in an unbiased and open manner and every care is taken to explain the details of all the plans offered. By tailoring the clients’ needs to the most suitable option, sound investment decisions can be made in the knowledge that every care has been taken to ensure the maximum return is obtained wherever possible. I would wholeheartedly recommend D.P.’s Financial Advice and Services to any prospective customers who are looking for a professional, expert and knowledgeable team to support them with their financial investments and decision making
Tony Kelm, Nuneaton
‘Dave Parnell has advised me for nearly twenty years now. He has always been objective in his advice and never tried to push a ‘flavour of the month’ scheme that wasn’t right for me personally.’ Alan Byron | Director ________________________________________________________________________________________________________________________________________________________________________ Screenbound Pictures Ltd • 14 Midland Court • Central Park • Lutterworth • Leicestershire • LE17 4PN • +44 (0) 1455 558160
Alan Byron, Lutterworth
I have known both David’s for about 15 years and have always found their advice to be invaluable, I say what I want to achieve and David gives me a couple of options, which we discuss. Once we decide on the best course of action, David does all the paperwork (the part I hate). What more could I want, it’s so easy. My next step is to transfer my various pensions in one arrangement so that I can retire, once again I will be asking DP’s for their help and advice Regards Nic Nicola Weaver 13-02-17
Nicola Weaver, Monks Kirby , Rugby
Concerning my experience recently with the Nuneaton based D.P’s Financial Advice and Services, and Mr David Parnell, it’s main advisor I have to coment on the really proffessional and relaxed way my whole experience was conducted. From start to finish I knew I was in the hands of a really confident company with only my best interests at heart, now, only two months after contacting David, my financial future is all safely set up and I feel assured about my monetry matters concerning my pension. I wouldn’t hesitate one second in referring anyone to D.P’s Financial Advice and Services as I’m confident that the service is second to non. Very satisfied …. Jim Jarvis (Mr)
Jim Jarvis, Nuneaton
We began working with Dave from DP over 7 years ago and over this time he has given excellent un-biased advice for personal retirement planning and tax savings for our business. It has been really refreshing to work with a Financial Advisor who is truly interested in their client's needs, circumstances and preferences. Dave's depth of knowledge is outstanding but has a very common sense approach. We now feel that our personal and business future is secure by receiving good investment advice. His professional and caring demeanour elicits our trust and respect, and would gladly recommend their Company services. Keith Davies & Elaine Jacques Harrison Randall Ltd 09-02-2017
Keith Davies & Elaine Jaques, Nuneaton
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, 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: Offices 27 & 30, Hollybush House, Bond Gate, Nuneaton, Warwickshire, CV11 4AR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 18th January 2021

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