We provide bespoke financial planning services to personal, corporate and commercial clients across Nottinghamshire, Derbyshire and South Yorkshire. Combined, our Financial Planners Tony Dungworth and Peter Armitage have more than 55 years' experience in financial services. They have the knowledge and skill to understand what's truly important to you, then create a plan to secure your financial and lifestyle goals.
We'll create a financial plan that accounts for both your business and personal finances, and simultaneously help you to plan for the future of your family and your business. We'll give you a clear picture of your current retirement provision and create a thorough financial plan that will enable you to retire successfully.
We'll create a financial plan that accounts for both your business and personal finances, and simultaneously help you to plan for the future of your family and your business. We'll give you a clear picture of your current retirement provision and create a thorough financial plan that will enable you to retire successfully.
Services
Tony and Peter worked together at the Royal Bank of Scotland Group (RBS) for a number of years before they founded D&A. They were both driven to start a joint venture through their common interest in providing a truly independent financial planning service for their clients. Today, both Peter and Tony provide financial planning services to private clients, corporate clients, charities, trusts and court of protection clients.
Not only will we manage your finances comprehensively, but bespoke financial planning will also ensure you're on the right track to achieve your aspirations; enhancing your lifestyle, not just your finances. From all-important administration to the management of your investments, we cover every element of your finances.
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.
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.
Evaluate your existing financial arrangements, protection and cash flow to ensure every element is working to your benefit and operating tax-efficiently. Ensure you have a plan in place for the future of your business, whether that's a succession plan or an exit strategy. Create and implement a financial plan that covers both your business and your personal finances.
