DTB Investments

Independent Financial Adviser Warwick House, First Floor, 159 Lower High Street, Stourbridge, DY8 1TS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
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
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
adviser-person
Derek Baillie
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Mark Mitchell
Financial Planning Consultant
Where to find us

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

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

DTB Investments Ltd is authorised and regulated by the Financial Conduct Authority.

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