"A trusted and professional advisor. "

A family run business that is totally focused on providing a professional service. The level of expertise is very impressive. I was introduced by a life long friend four years ago who is also a client, and I have recommended them to several other family and friends.

"Great service"

Had a great and informative meeting with Alex this week. He answered our questions which assited us in understanding the suggested plan. Very pleased that we chose DFP.

"A wise move"

I have recently moved my pension to DFP having been dissatisfied with my previous advisor. Phil gave me a better insight into how my pension would be invested and the steps involved that my previous IFA had given in 4 years. Early days but results already looking upwards.

"First Class IFA"

Everyone needs an IFA like Alex.

We have been clients of DFP for 8 years and our only regret is that we didn’t get introduced earlier. A friendly and professional company with a relaxed approach, Alex makes you feel comfortable to ask any questions, explains things in a clear and easy to understand way and lays out all options for you to consider. Alex is always quick to respond to any questions we have.

Alex’s financial advice has been invaluable and has allowed us to retire much earlier than we anticipated. We feel our investments are in safe hands and confidently recommend Alex/DFP to friends and family.

Alex is now also helping with our Wills and has given great advice on a complicated set-up.

Thank you Alex/DFP for a first class service.

"Taking the Guesswork out of Financial Advice"

Great Financial Advisors who take the guesswork out of trying to 2nd Guess how to be Financially Astute. Professional outfit I have dealt with for YEARS, who have never let me down. I sleep well at night now. Doesn't get any better than this !

"Equity mortgage"

Phil and the team provided the specialist advice that we needed and secured the perfect equity option for us.

"Excellent service and advice"

Excellent service and advice. Good communication and knowledge are very evident.

"I can highly recommend dfp they have…"

I can highly recommend dfp they have always been very helpful, professional, and friendly, over many years of my family being with them. Cannot thank them enough

"3rd time l have used DFP UK Ltd"

This is the 3rd time l have used Direct Financial Planning and have been extremely pleased every time l have used them. Phil is totally professional and takes you through each step carefully with sound advice. Along with Jo this time who constantly kept me up to date all has gone to plan. A big thank you. Steve & Sue

"Equity Release "

Phil assisted myself & my wife with an Equity Release on our property to enable my wife to feel comfortable to retire from work and also complete renovations on the property. Phil is always very clear at explaining every aspect and makes you feel at ease.