DTB Investments

Independent Financial Adviser  Warwick House, Stourbridge, DY8 1TS
check
FCA authorised
Last authorised 21st June 2021
We are an experienced team of financial advisers providing independent financial advice to individuals and businesses throughout the West Midlands.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MR Mark Mitchell
Financial Planning Consultant
MR Derek Baillie
Chartered Financial Planner
About us

Established in 2004, the team at DTB Investments has many years experience providing practical financial planning advice to individuals, families and businesses throughout the West Midlands.

Our services

We provide advice across a broad range of services including investments, pensions, inheritance-tax planning, equity release, savings, mortgages and life insurance. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

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

Your home may be repossessed if you do not keep up repayments on your mortgage.

Warwick House, First Floor, 159 Lower High Street, Stourbridge, DY8 1TS

Similar advisers near you

Independent Financial Adviser 0.03 mi
 
 
Independent Financial Adviser 0.25 mi
Choosing a local financial adviser you can trust may seem a daunting task, but if you need help with a financial decision it’s worth persevering. A good financial adviser can save you money and a lot of worry.
 
Independent Financial Adviser 0.26 mi
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
 
Independent Financial Adviser 0.31 mi
Independent Financial Advice that you can trust