DSN Wealth Management Ltd

Independent Financial Adviser 27 Francis Drive, Cawston, Rugby, Warks, CV22 7FS
FCA verified
20th May 2019
There is no commitment, in most cases I will come to you. At a time that suits you.
We can advise you on
    • Equity release
    • First time buyers
    • Remortgage
    • Residential
    • Investing for income
    • ISAs
    • OEICs
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Group pensions
    • Long term care
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
Meet our advisers
David Schofield-Newton
Where to find us

27 Francis Drive, Cawston, Rugby, Warks, CV22 7FS

About us

After working for a network for 8 years I have decided to take my business to the next level which is going Directly Authorised, this offers clients true independent advice in all areas. Now that I have reached my level 4 qualification I am well positioned to offer clients the correct advice in all the areas. I am positioned to offer a package of either fee or commission based advice, with the first meeting being no charge.

Office number -

Our services

I specialise in pension consolidation, finding the best annuity rates for my clients.
Also regular and lump sum investments.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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