As an Independent Financial Adviser (IFA) we believe our
clients want advice on how to be financially independent,
with a level of financial security and peace of mind. We
will always try to arrange what we believe are the best
products, from the whole market, sensibly and in the best
possible way for you.
During our financial planning process we help individuals
and families address the concerns that they have about
their money and answer any questions about our
services. We will learn about your individual needs and
will work with you to develop a unique plan that will help
you to achieve your financial goals.
We provide the flexibility to react swiftly to changing
circumstances and can give you up-to-date advice to
manage your affairs in current market conditions. We
encourage all clients to keep in touch with us regularly
but the choice is yours of course.
As an IFA, DS Financial Management Ltd will
act on your behalf in advising on and arranging the
following products from the whole of the market:
Pensions
Annuities
Life Assurance
Health Insurance
Friendly Society Life policies
Mortgage related insurances
And investments including:
Collective Investment Schemes
Unit Trusts
ICVCs
Open-Ended Investment Companies (OEICs)
Investment Trusts
Individual Savings Accounts (ISAs)
Investment Bonds and Structured Investments
Meet the Team
Our team aim to help business owners make smart business decisions that work towards their long-term professional and personal goals.
Registered Address: 1 & 2 Heritage Park Hayes Way, Cannock, Staffs, WS11 7LT
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In accordance with the disclosure requirements of the Services Regulations 2009, our professional indemnity insurer is Allied World Assurance Company (Europe) Limited, of AXA XL Insurance Company UK Limited 20 Gracechurch Street, London, EC3V 0BG. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of Amercia or Canada.
We are registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales and details about our audit registration can be viewed at www.auditregister.org.uk, under reference number C003914690.
