DPB Wealth Management Ltd

Independent Financial Adviser  44 Clarinda Ave, Falkirk, FK1 4LZ
First meeting at adviser's own cost
At DPB Wealth Management Ltd, we are here to offer you independent, impartial advice and guidance, and we are only ever a phone call or email away.
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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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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Critical illness
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Income protection insurance
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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
Response rating
7.8/10
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
Mr Darren Burns
About us

We believe that proper Financial Planning is about improving our clients short and long-term financial prospects and pride ourselves on delivering a professional service that is truly tailored to your individual set of circumstances, needs and objectives.

We offer independent financial advice as we truly believe that clients should look for an adviser that offers advice through a fair and comprehensive review of the market place rather than being forced down a limited process that may not meet their needs in full.

Our services

We provide advice on a wide range of financial planning areas and work with a range of clients including individuals, business owners and companies. We are also pleased to be able to complement the services of other professional advisers such as solicitors and accountants.

Where to find us
Head office address: 44 Clarinda Ave, Falkirk, FK1 4LZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
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
7.8/10
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FCA authorised
Last authorised 29th March 2021

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