Why choose us
Our clients gain immeasurable benefits from the service we provide.
Not only will we manage your finances comprehensively, but bespoke financial planning will also ensure you’re on the right track to achieve your aspirations; enhancing your lifestyle, not just your finances.
We asked our clients about the benefits they gain from working with us. Here are just a few of their answers:
“Peace of mind in the knowledge that my investments are being looked after”
Peace of mind
From all-important administration to the management of your investments, we cover every element of your finances. All that’s left for you to do is enjoy living your life. Our Financial Planners are contactable at any point to provide guidance and help.
“Having a trustworthy, knowledgeable and dependable financial adviser”
A trustworthy adviser
Both our Financial Planners, Tony and Peter, are FCA regulated and highly-qualified. You can learn more about them on their individual profiles. Their commitment to professional development has also meant that D&A Investments Partnership Ltd is a Chartered firm. Additionally, we hold the Pension Transfer Gold Standard.
“Financial advisers who help us invest our money wisely”
Wise financial advice
Combined, our advisers have over 55 years’ experience in the financial profession. We are an independent firm, so we have access to products and providers from the whole market. We only ever recommend the best solutions for you.
“Security in knowing that our wealth is being managed by professionals”
Security for your wealth
The security that comes with having an Independent Financial Planner taking care of money matters is immeasurable. You can also be confident that our firm is secure and regulated: we are listed on the FCA register, and we receive compliance support from CATS and Defaqto, both of whom ensure we operate according to compliance regulations.
“Friendly face-to-face meetings and the ability to be able to discuss things that are important to us”
Friendly face-to-face meetings
For some, the thought of taking financial advice can be daunting. Our approach is professional yet friendly. Our client meetings are relaxed and focused on you, your aspirations and the things that are important to you; just like catching up with an old friend.
What our clients say
of clients are extremely satisfied with the speed of response from their adviser
of clients are extremely satisfied with the quality of their face-to-face reviews
of clients would recommend D&A to friends, family and work associates