DS Financial Management Ltd

Independent Financial Adviser  Dean Statham, Staffordshire, Newcastle, ST5 1ER
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FCA authorised
Last authorised 20th September 2021
All clients are given bespoke, tailored advice
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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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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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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Healthcare
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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
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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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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Stockbroking services
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Long term care
Meet our advisers
MR Rob Stone
Financial Planner
About us

We help you achieve your financial goals

Our services

We provide a friendly & personable service that's easy to understand

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Dean Statham, 29 King Street, Staffordshire, Newcastle, ST5 1ER

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