Business Details
Your Trusted Financial Advisers in Solihull
Established to provide tailored financial solutions, Dp's Financial Advice & Services combines expertise with a client-centric approach. With decades of collective experience, our team specialises in retirement planning, pensions, wealth management, and tax-efficient strategies. We prioritise understanding individual client needs to deliver bespoke advice, ensuring long-term financial security. Our commitment to transparency, ethical practices, and continuous client education sets us apart.Regulated by the Financial Conduct Authority, we serve individuals and businesses across the Midlands, offering comprehensive financial planning services. Through regular reviews and adaptive strategies, we help clients navigate complex financial landscapes with confidence.
Services
Retirement Planning
Pensions Advice
Financial Planning
Wealth Management
Taxation Strategies
Savings and Investments
Life Assurances
Equity Release
Highlights and features
- We offer over 20 years of experience in financial planning and pension advice.
- Our team provides transparent, jargon-free guidance tailored to individual needs.
- We are regulated by the Financial Conduct Authority for client protection.
- We deliver comprehensive, tax-efficient solutions for retirement and wealth management.
- Our client reviews highlight our professionalism, expertise, and personalised service.
Associations and certifications
- Financial Conduct Authority
What people say
Professional and understanding
Knowledgeable and trustworthy
Helped maximise investments
Excellent service
Highly recommended
Services
Retirement Planning
Retirement planning ensures financial security post-retirement by creating tailored strategies. We assess current assets, future goals, and risk tolerance to build sustainable income streams. Our approach includes pension optimisation, tax-efficient withdrawals, and estate planning, ensuring clients maintain their desired lifestyle while mitigating risks like inflation and market volatility.
Pensions Advice
Our pensions advice covers workplace schemes, SIPPs, and state pensions. We help clients navigate auto-enrolment, DB transfers, and annuity options. By analysing contributions, investment choices, and retirement goals, we maximise pension growth potential while adhering to regulatory requirements and tax efficiency.
Wealth Management
Wealth management focuses on preserving and growing assets through diversified investments. We address tax planning, inheritance strategies, and risk management to safeguard wealth. Our services include portfolio management, trust advice, and equity release, ensuring long-term financial stability for clients and their beneficiaries.
Taxation Strategies
Taxation strategies aim to minimise liabilities while complying with UK regulations. We advise on income tax, capital gains, and inheritance tax, leveraging allowances and reliefs. Our approach includes pension contributions, ISAs, and trust structures to optimise after-tax returns and intergenerational wealth transfer.
Equity Release
Equity release allows homeowners over 55 to access property wealth without selling. We offer lifetime mortgages and home reversion plans, ensuring clients understand costs, interest rates, and inheritance implications. Our advice balances immediate financial needs with long-term estate planning goals.
People
David Parnell
Senior Partner
David Parnell, a Senior Partner, brings extensive financial expertise to DP's. With a focus on retirement planning and pensions, he offers tailored advice to ensure clients achieve long-term security.
David Parkinson
Senior Partner
David Parkinson, a Senior Partner, specialises in wealth management and taxation strategies. His client-focused approach ensures bespoke solutions for individuals and businesses across the Midlands.
James Parnell
Financial Administrator
James Parnell manages financial administration and IT support. Since joining in 2020, he has developed a passion for financial services, ensuring seamless operational support for clients.
Reece Parkinson
Trainee Financial Planner
Reece Parkinson, a Trainee Financial Planner, combines enthusiasm for economic trends with a commitment to client education. His background in health and fitness reflects his holistic approach to financial well-being.
Vivienne Gellini
Office Manager
Vivienne Gellini, Financial Services Office Manager, oversees daily operations. With a focus on client relations, she ensures efficient service delivery and administrative excellence since joining in 2021.
Questions
What financial services do you offer?
We specialise in pensions, retirement planning, wealth management, taxation, and equity release, providing tailored advice for individuals and businesses.
Are you regulated by the FCA?
Yes, DP's Financial Advice and Services is authorised and regulated by the Financial Conduct Authority (FCA).
Do you offer equity release advice?
Yes, we provide expert equity release advice, including lifetime mortgages and home reversion plans for clients over 55.
What areas do you serve?
We serve clients in Solihull, Nuneaton, and across the UK with comprehensive financial planning services.
Reviews (1)
Mike El Capitano Cowley
Jan 07, 2019
Report
Professional friendly advice including a specialist area of Pensions advice. Very knowledgeable and thorough.
