DSN Wealth Management Ltd

Independent Financial Adviser  27 Francis Drive, Rugby, Warks, CV22 7FS
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FCA authorised
Last authorised 1st March 2021
There is no commitment, in most cases I will come to you. At a time that suits you.
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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Buy my next home
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Group Pension/Stakeholder
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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
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    Face to face

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

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