DTE Financial Planning

Independent Financial Adviser  The Exchange, 5 Bank Street, Bury, Greater manchester, BL9 0DN
First meeting at adviser's own cost
We are a friendly independent financial adviser in the North West of England and we specialise in retirement, investments and protection planning. Please feel free to get in contact for a free initial review.
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
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
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
9.4/10
check
FCA authorised
Last authorised 14th September 2020
Meet our advisers
David Lamb
Financial Planning Consultant

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

DTE Financial Planning are an independent financial adviser directly authorised by the Financial Conduct Authority. We have clients across the entire North West of England.

We provide independent advice across all areas of Financial Planning which include Retirement Planning, Protection Planning, Investment Planning and Estate Planning.

Our services

We believe in the principle of independent advice and we always focus on the best interests of our clients, not sales.

We provide exceptional client service whatever their financial objectives and we take pride in building long lasting relationships with our clients.

Where to find us
Head office address: The Exchange, 5 Bank Street, Bury, BL9 0DN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.4/10
check
FCA authorised
Last authorised 14th September 2020

Similar advisers near you

Restricted - whole of market 0.08 mi
We specialise in providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes
 
Independent Financial Adviser 0.47 mi
Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
 
Independent Financial Adviser 1.73 mi
Our emphasis is firmly on offering straight talking & practical advice, which guides our clients through the complex financial landscape
 
Restricted - whole of market 1.73 mi
While many of my clients are friends I never forget that first and foremost I have been trusted by them to look after their financial affairs which is a privilege and I show my gratitude by doing my utmost to make them happy they did.