DC Pensions & Investment Ltd

We are a firm of Independent Financial Advisers and take pride in giving a personal service tailored to the needs of the individual client which has been our mantra since formation in 2001.

We are totally independent and as a privately owned business we have no external corporate ownership or influence.

We offer a comprehensive financial planning service for all your Protection, Pension and Investment needs.

 

 

Business Meeting

About Us

Welcome to DC Pensions & Investment


This firm has always, and will always, put the client first. From its inception, we have always operated on the basis of a fee, agreed with the client, before any work is undertaken.


We see our role, as providing ongoing advice to our existing clients and providing advice to new client enquiries and recommendations. 


Therefore, we would be delighted to help clients in any number of ways, including: -


Investment Planning


We would provide advice and guidance for a suitable investment strategy, that would include utilising your ISA allowances & Capital Gains Tax allowances, in order to ensure that your investment portfolio is as tax efficient as possible. Any recommendation or review would be in line with your approach to investment risk and your objectives.


Protection Planning


For example, we have helped people specifically in relation to their life assurance needs following either marriage or, more usually, the birth of children.


Pension Planning


An example of this would be where we are tasked with reviewing a client’s existing pension provision and making specific recommendation in order to meet their retirement needs, objectives and goals.


Full Financial


This is where we look at the client’s entire affairs and put together a financial plan for them to follow.


Company Financial Planning


This is an area where we can provide tailored advice. We assist companies in all aspects of financial planning, from the simplest Group Life Assurance through to the more complex areas such as Director pension advice, Shareholder protection and Company Investments.


Ongoing Review Service


We feel that putting together these plans is probably less than 50% of the full task. The most important part of any financial plan is its ongoing review. Our Financial Advisers, James Watts and Bill Glebioska, have a combined experience of over 70 years in the financial services industry, predominantly as advisers to a broad range of clients.


We hope this general overview gives you an idea of how our firm operates. However, because all clients are different, any specific thoughts and recommendations will always be bespoke to that individual client.

Get In Touch

Main Office

7 Roebuck Business Park,
Ashford Road
Harrietsham,
Kent
United Kingdom
ME17 1AB
Telephone. 01622 850777
Email. infodcpi.co.uk