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Lifestyle & Financial Planning

DNPhFinStaffBlockWe can help you find ways to solve your problems.

We are proud that as Independent Financial Advisers we can support our clients with all their Lifestyle and financial planning needs.

We can help you with the normal services you would expect from an independent financial adviser.

We can also help you with all your lifestyle finance needs such as helping with applications for student loans or your children’s savings or even helping you plan to finance a holiday home.

We can also assist with aspects of financial planning, a full cradle to grave service, see below.

David Newton Financial Planning Service

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  • Pensions, advice & transfers
  • Investment advice
  • Collective investments
  • Inheritance tax
  • Tax planning for tax efficient savings
  • Personal & business protection policies
  • Medical and health cover
  • Mortgage advice*

*Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. There will be a fee for mortgage advice. The precise amount will depend upon your circumstances but a typical fee will be £X’