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
FCA verified
15th July 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • 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

Make an enquiry
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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Independent Financial Adviser 0.46 mi
Offering a professional,individual, face-to-face service from a local financial adviser with 26 years industry experience.
Independent Financial Adviser 1.51 mi
Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement
Independent Financial Adviser 1.66 mi
We stand for independent thinking rather than following the crowd.
Independent Financial Adviser 1.68 mi
Working with high net worth individuals and business owners to provide great long term financial planning solutions.