Independent Financial Advice You Can Trust
D & P Asset Management - Morpeth's independent financial advice experts.
Kerry Davison and Andrew Pilling created D & P Asset Management in 2002 to provide Northumberland with independent financial advice.
Kerry and Andrew have over 30 years of combined financial experience and are dedicated to providing a customer service tailored to meet individual needs.
D & P Asset Management , are a locally-based firm, focused on clients' needs to provide a service that encompasses all aspects of financial planning advice for the individual and family:
- Family Protection
- Mortgage Advice
- Retirement Planning
- Investments & Savings
- Inheritance Planning
As independent financial advisors, D & P Asset Management can offer solutions and products from across the marketplace - to match your unique circumstances.
"We adhere to strict FSA (Financial Services Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For mortgages we can be paid by commission, or a fee of usually £250 or a combination of both
The FSA does not regulate some forms of Inheritance Tax Planning
Family circumstances and legislation change. Review (and potentially improve) your financial outlook using local financial advisors giving financial advice you can trust
D & P Asset Management also provide Corporate Financial Planning - setting-up owner and employee benefits to provide for shareholder and partner protection, key person protection, and company pension schemes.
D & P Asset Management is located in the centre of Morpeth, beside Sanderson Arcade, above Chisholm Bookmakers.
D & P Asset Management is an appointed representative of Sesame Ltd. Which is authorized and regulated by the Financial Services Authority.
Please contact by email link above or phone Morpeth (01670) 504 651 for an initial discussion.
Please mention thebestof Northumberland when contacting D & P Asset Management for independent financial advice
Northumberland independent financial advice