DTE Financial Planning

Independent Financial Adviser  The Exchange, 5 Bank Street, Bury, 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
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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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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
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.3/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
Mr 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.

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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 3rd May 2021

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