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  11. DTB Investments

DTB Investments

Independent Financial Adviser  Warwick House, Stourbridge, DY8 1TS
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FCA authorised
Last authorised 13th September 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
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Annuity purchase
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Socially responsible 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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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
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
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    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

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