Tony Dungworth DipPFS APFS FPFS
D & A INVESTMENTS PARTNERSHIP LIMITED
0114 3211784
07581 072 199
Tony has been working in the field of financial advice and planning for more than 30 years.
He has 20 years’ experience in banking roles, from sales through to independent financial advice. During 15 years with the Royal Bank of Scotland, he worked closely with a team of corporate and commercial bank managers advising on issues such as debt protection, contingency planning, exit strategies and group benefits. This specialism has meant that D & A Investments Partnership Limited continues to offer a truly expert financial planning service for businesses.
Today, Tony is very much a holistic Financial Planner; helping individuals and businesses to plan for every aspect of their finances. His expertise lies in pre and post-retirement planning, Inheritance Tax planning and corporate protection. Tony is also a Chartered Financial Planner, an accreditation indicative of his extensive expertise.
He specialises in working with business owners, divorced individuals, retired people and those preparing for retirement.
Over 30 years experience
No-obligation, one-hour initial consultation
Independent advisor
Covers whole of Derbyshire and Nottinghamshire areas
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
QUALIFICATIONS
Tony has worked in financial services for over 30 years and is qualified to offer advice in a number of areas.
Fellow of the Personal Finance Society
Chartered Financial Planner
Advanced Diploma in Financial Planning
Diploma in Financial Planning
Financial Planning Certificate
Certificate in Life & Pensions
Award in Long Term Care Insurance
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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.