DSN Wealth Management Ltd

Independent Financial Adviser  27 Francis Drive, Rugby, Warks, CV22 7FS
check
FCA authorised
Last authorised 7th June 2021
There is no commitment, in most cases I will come to you. At a time that suits you.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buying first home
check
Equity release
check
Next home / Remortgaging
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Group Pension/Stakeholder
check
Long term care
Meet our advisers
MR David Schofield-Newton
IFA
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 - <phone number hidden>

Our services

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 1.13 mi
In a period of uncertainty our aim is to help you reduce or eliminate financial risk, whilst realising your financial goals. We work hard to help our clients see the difference between how much money they think they have and how much they actually do.
 
Independent Financial Adviser 1.58 mi
I am a qualified Independent Financial Adviser and part of AFH Wealth Management, who are one of the UK’s leading independent financial advisory firms.
 
Independent Financial Adviser 1.68 mi
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
 
Independent Financial Adviser 1.7 mi
My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.