about us

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 Kerry Davison and Andrew Pilling who bring 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.

- family protection

- mortgage advice

- retirement planning

- investments and savings

- inheritance planning

- corporate financial planning

Family Protection
The foundation stones of financial planning! How much life cover should you have in order to protect your family? Should you take out critical illness cover in case you become seriously ill and you are unable to work? How do you protect your income in the event that you cannot work through an accident or sickness? We can answer these questions and many more to make sure your family's financial future is secure.

Mortgage Advice
We can guide you through the mortgage minefield, introduce you to the most suitable lender and product to suit your needs. We will liase with your solicitor and lender to make sure your loan completes as quickly as possible.

Your home may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we are normally paid by commission from the lender. As an alternative we can work on a fee basis of £500 and commission received from the lender will be rebated back to you.

Retirement Planning
We can guide you before you retire and after to ensure you prepare for and enjoy your retirement free from unnecessary financial worries.

Investments and savings
We can arrange your investments to help you achieve your short and long term objectives in a tax efficiant way. We can also help you build capital for the future for you and your family in the most tax efficiant way.

Inheritance Planning
We can advise the most tax efficiant way to protect the value of your estate for your loved ones.

Corporate Financial Planning
We can set up owner and employee benefits to provide for shareholder and partner protection, key person protection and company pension schemes for employees and directors.

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