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DPI Financial Services Ltd
 
 
Overview: 

Established as a general practice, DPI Financial Services Ltd is authorised to provide a wide range of services and advice however ultimately, not all available products in the financial world can always be fully covered. Under such circumstances, should an enquiry be received in such an area, we will always be happy to refer you to specialists in such areas who will hopefully be able to assist.

Over the years we have also developed established contacts with other industry related professionals, from Accountants and bookeepers, to Solicitors and other specialised contacts providing services in other areas such as Home Income and Reversion schemes, Mortgages & Commercial Finance, Stockbroking and Will Writing services.

We also provide a free General Insurance rebroking and new business service covering Buildings & Contents Insurance, Motor insurance, Travel cover and a wide range of other general insurance covers, including specialised business insurances, which is placed via our contact with a large brokerage dealing specifically in these areas.

Our own range of core services in the main cover the provision of :



Personal Individual & Family Protection, encompassing the use of  Life Insurance, Income Protection, Critical Illness and Private Medical Insurance plans.

Business Protection, covering such areas as Key Man & Key Shareholder protection, Group Protection and Pension Scheme planning.  

Personal & Company Retirement Planning, mainly covering pension provision and drawing benefits before, at or after  retirement.

Tax Efficient Investment Planning, covering the use of ISAs, Investment funds, Investment Bonds, Structured investment plans and a range of more specialised arrangements.

Inheritance Tax planning, encorporating the use of specialised Trusts and financial instruments to minimise liabilities and transfer assets as tax efficiently as possible.


Offshore Investments, including investing for non-resident clients, offshore trust work and regular savings schemes.
History: 

Founded in February 2001 by Mr Dennis Burling ACII APFS, Chartered Financial Planner


 
 
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