DFP Wealth Management Ltd
DFP Wealth Management Ltd is an established financial advisory firm founded by its Directors, Glynne Dunn and Peter Lee. The company has evolved, formerly trading as DFP Solutions and Direct Financial Planning.
Based in the South West, we provide bespoke services to private clients and businesses. To cater for different clients' needs we offer both a fully Independent Whole of Market Service and also a Restricted Mortgage and Life Service to choose from.
Our National Partnership
As Appointed Representatives of Positive Solutions, part of the Intrinsic Old Mutual Group, this gives us more time to spend with you face to face. We can deliver a more responsive service with more focus on advice, and more tailored solutions, with more products to choose from. Essentially, it means we can offer you literally more of what you are looking for - irreproachable advice and impeccable personal service.
At DFP Wealth Management Ltd, we believe our duty is to help our clients understand, protect and increase their assets. Our business philosophy is of absolute integrity, dedication to the client's interests, and an ongoing commitment to provide professional excellence in every aspect of our advisory role.
All new clients are invited to an initial meeting, at which the services we offer will be explained fully.
The purpose of this first meeting is to determine if we are the right people to advice you, and whether our service would be of benefit to you. This initial meeting is offered to you without any charge to you, or any obligation on your part. Usually this will lead to a second meeting, at which time we will provide you with our recommendations.
The Review Service
Any recommended actions you agree with will then be implemented and reviewed on a continual basis. The review service generally involves an annual meeting, although this can be more frequent.
Prior to the annual review, we will contact you to request up to date information on any changes in your circumstances so as to make the review meeting worthwhile and relevant. Following the review we write to you where appropriate, and inform you of any actions that we recommend.
Costs of our Services and Client Agreement
These are set out in our 'Client Agreement' document which is provided and discussed during the initial meeting.
On receiving an enquiry, we will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this, and no obligation on either side.
After the initial consultation we will discuss payment options to cover the costs of our services, and will not charge anything until an agreement in writing has been reached.
Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.