D & P Asset Management was founded in 2002 to provide our clients with a service that encompasses all aspects of financial planning. The practice is headed by Andrew Pilling who brings over 25 years experience in financial services. We have a team of professional advisors, focused on clients needs and dedicated to provide a customer service tailored to meet individual needs.As a firm of Independent Financial Advisers (IFA) with a focus on pension and investment advice. Whether you are approaching retirement and need help with your options or have capital to invest we can help.
Services
As Independent Financial Advisers (IFA) we offer independent advice on financial matters such as retirement options, pension building and investing. We work on our client's behalf and do not represent any product provider such as banks or insurance companies. At our first meeting we will typically carry out a review of your financial circumstances and discuss your goals and areas of advice that are important to you.
Before drawing your pension benefits from an existing pension scheme, it pays to seek independent financial advice. Transferring an existing personal pension into flexi access drawdown to provide more flexibility and control over income. As an adviser, we compare what's on the market and find you the right product for your needs and circumstances.
DIVERSIFICATION - The spread of capital between different asset classes such as Cash, Fixed Interest, Property and Shares. RISK - Focusing on what investment risk means, discussing "risk versus reward", and forming solutions to match each client's risk profile. Whatever your investment requirements we are able to offer the most suitable help, on various types of investments. Such as ISAs, OEICs, Unit Trusts and Investment bonds. Your attitude to risk is important, as is your need for investment income or capital growth.
As a firm of Independent Financial Advisers (IFA). We provide inheritance tax and estate planning advice throughout the North East of England. In all likelihood you have worked hard to build up your assets and you probably want your family to benefit when the time comes. The reality is however, they could end up having to give a large proportion of your money away in inheritance tax or be forced to sell property or other assets if you have not made the appropriate provisions.With property prices as they are many more people find themselves over the IHT (Inheritance tax) threshold.
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