Tony Dungworth DipPFS APFS FPFS

D & A INVESTMENTS PARTNERSHIP LIMITED

0114 3211784

07581 072 199

Tony Dungworth, D&A Investments

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.

 

FCA regulated

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

retirement 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

 

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.

Your responsibility Please note that whilst Financial Advisor Finder undertakes to ensure that the information provided on this website is correct, it is your responsibility to confirm its accuracy with the financial advisor. Any decisions you may take after contact with a financial advisor must be made by you on the basis of your own investigations.