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Nuneaton   | 
Solihull   |  0121 777 1040

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Areas of specialisation

We offer an all-round financial planning and advisory service, including in the following areas:

  • tax planning
  • inheritance tax mitigation
  • retirement planning
  • film partnerships and similar investment vehicles
  • pension trustee management

David Parkinson is a Retirement Planning Specialist and recognised FSA Pension transfer specialist, aswell as holding qualifications in Retirement options, covering the way in which benefits can be taken, along with other qualifications in order to advise on the best type of pension for any individual or company.

David Parnell is a specialist in Wealth Preservation intergrating Retirement Planning and options, Inheritance Tax planning, Investments and Savings, Long Term Care and Equity Release.

David Parnell has a distinction in Taxation and Trusts in the G60 Chartered Institute of Insurance and was in the top 6% in the country.

Between the 2 offices we are able to offer expertise in all areas of Financial Planning.

However we specialise in the following services:

The Financial Services Authority does not regulate taxation, tax planning or trust advice. Levels and bases of, and reliefs from, tax are subject to change.

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DPs Financial Advice & Services is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 222166

DPs Financial advice and services, IFA, independent financialadvisers, investments, Warwickshire, West Midlands, Nuneaton, Solihull, pensions, mortgages, life assurance, UK