DRK Financial Limited

Financial Adviser (Restricted Whole of Market) 76 Ringwood Road, Dorset, Ferndown, BH22 9AW
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We offer complete client management for provide individuals and small businesses dealing in all aspects of financial and estate planning.
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
    • Long term care
Meet our advisers
david kelly Dip.PFS, Cert CII (MP)
Financial Adviser
Where to find us

76 Ringwood Road, Dorset, Ferndown, BH22 9AW

Contact us
About us

We pride ourselves on the quality of our financial advice and the services we offer together with the professional standards we set. We make full use of cutting edge technology to assist in the delivery of our financial advice. Our philosophy is founded upon getting to know our clients and working with them to provide appropriate wealth management solutions tailored to meet their specific financial planning requirements.

Why not call David directly on in order to discuss your situation and organise an initial meeting.

Our services

With over 25 years industry experience we offer a complete financial planning service to both private individuals and small business clients. It is our view that one size does not fit all and that planning should not be seen as a one off exercise. Therefore our service is designed to offer long term client relationships whether that is for someone setting out on their career or building a family right the way through to retirement and estate planning.
From a corporate perspective providing tax efficient solutions for employee benefits such as workplace pensions or protection benefits.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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