financial services
DSFM
About
DSFM
What shall we do for you?

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.
Rob Stone
Financial Planner


Tara Fallows
Paraplanner


Sue Haycock
Administrator


DisclaimerStandard Terms of Business

© 2019 Rostance Edwards (Staffs) Limited T/a Dean Statham. All rights reserved. | Company Number: 09090937

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 20 Fenchurch Street, 18th and 19th Floors, London EC3M 3BY. 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.