Peter Armitage  DipPFS  Certs CII (MP&ER)

D & A INVESTMENTS PARTNERSHIP LIMITED

0114 3211784

07802 952 254

Peter Armitage, D&A Investments

Peter has worked in financial services for over 25 years. As an Independent Financial Planner, he works with personal, commercial and corporate clients and offers a full range of bespoke financial planning services.

D & A Investments Partnership Limited was created out of D & A Partnership Limited to enable us to be directly regulated. D & A Partnership Limited was formed out of Peter’s business, PMA Wealth Management, which he began after he left the Royal Bank of Scotland.

Whilst working with the Royal Bank of Scotland and other high street names, he specialised in expert advice across a full range of financial planning solutions in retirement, Inheritance Tax Planning and investments, together with protection. During this time, Peter also developed specific expertise in working with commercial and corporate clients. This specialism has meant that D & A Investments Partnership Limited continues to offer a truly expert financial planning service for businesses.

 

FCA regulated

Over 25 years experience

No-obligation, one-hour initial consultation

Independent advisor

Covers whole of Yorkshire area

 

 

Areas of expertise:

Pensions

Family Protection

Long Term Care Planning

Savings & Investments

Tax Planning

Corporate & Commercial Financial Planning

LOCATION

D & A Investments Partnership Limited

11 Venture One Business Park

Long Acre Close

Sheffield

S20 3FR

 

SERVICES

D & A Investments Partnership Limited provides a broad range of financial planning services including:

Investment Planning & Savings

Retirement Planning

Long Term Care Planning

Retirement Income

Corporate & Commercial Financial Planning

retirement planning

QUALIFICATIONS

Peter has worked in financial services for over 25 years and is qualified to offer advice in a number of areas.

Diploma in Financial Planning (DipPFS)

Financial Planning Certificate

Certificate in Life & Pensions

Award in Long Term Care Insurance

Certificate in Equity Release and member of the Society of Mortgage Professionals

 

qualifications

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D & A Investments Partnership Limited is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales. Company number: 10368496. Registered Office: 11 Venture One Business Park, Long Acre Close, Sheffield, S20 3FR. Postal Address: PO Box 5872, Sheffield, S20 9FB. Please note that the value of investments may go down as well as up and investors may get back less than they invest.

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