About DTE Financial Planning

We are a friendly independent financial adviser in the North West of England and we specialise in retirement, investments and protection planning.Please feel free to get in contact for a free initial review.
DTE Financial Planning are an independent financial adviser directly authorised by the Financial Conduct Authority. We have clients across the entire North West of England.We provide independent advice across all areas of Financial Planning which include Retirement Planning, Protection Planning, Investment Planning and Estate Planning.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • Find the best price for your project, click on a trade to get started