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    services - financial planning

    Financial Planning

    When it comes to financial planning, d&t appreciate the importance and has set up with the FCA it’s own Financial Planning firm – Dennis & Turnbull Financial Planning Ltd.

    We can therefore offer a more comprehensive service. Offering both skilled tax accountancy through Dennis & Turnbull Accountants and experienced IFA & mortgage advisers through Dennis & Turnbull Financial Planning – to deliver the complete solution for making the most of your money.

    Our approach to financial planning services comes as a breath of fresh air to discerning individuals and companies who are looking to plan for the future and retirement.

    Our financial planning advice covers areas such as;

    • Mortgages – Our impartial, independent advice can be based on your existing accounts if you’re already a Dennis & Turnbull Accountancy client. We take care of all the administration and set-up tasks involved in either mortgaging or re-mortgaging your property – ensuring you get the right deal at the right price and interest rate.
    • Pensions & Investments – Our consultants are uniquely positioned to advise you on what type of investment vehicles are suitable for your portfolio. We can also offer a service to business clients looking to implement the new NEST pension scheme legislation.
    • Protection – From life insurance, disability cover and will writing, we’ll analyse the your circumstances and make appropriate recommendations based on your needs, not ours.

    Offering financial planning advice for both your personal and business affairs, our expert team are well placed to provide a comprehensive personal service to you.

    For more details on our financial planning solutions, phone now on 01793 251 600 or email admin@dandtfp.co.uk

    Dennis and Turnbull Financial Planning Limited is Authorised and Regulated by The Financial Conduct Authority and is entered on the Financial Services Register under reference number 541212.

     

    Registered Office,

    Swatton Barn
    Badbury
    Swindon
    SN4 0EU

     

    Registered Telephone Number: 251600

     

    This site is for UK residents only

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