About DPB Wealth Management Ltd

At DPB Wealth Management Ltd, we are here to offer you independent, impartial advice and guidance, and we are only ever a phone call or email away.
We believe that proper Financial Planning is about improving our clients short and long-term financial prospects and pride ourselves on delivering a professional service that is truly tailored to your individual set of circumstances, needs and objectives. We offer independent financial advice as we truly believe that clients should look for an adviser that offers advice through a fair and comprehensive review of the market place rather than being led down a limited process that may not meet their needs in full.
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

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