If you are looking for an independent financial adviser or for help with your pension, inheritance tax planning or savings and investment strategies you are in the right place. At DHM we pride ourselves on being truly independent able to offer information and advice on products from hundreds of providers of pensions, mortgages, protection and investment products.

Serviced Areas

  • South Warwickshire & Banbury

Contact Details

  Website
  City Stratford-upon-Avon
  Postcode CV37 9NR
  Address 8 Shottery Brook Office Park/Timothys Bridge Road
  Phone Number 017 8929 9655

Products & Services

Services

At different stages in our lives, we need to make plans and provision for our future.

With a first job comes a decision about pension provision for our senior years. The first step on the property ladder requires consideration of mortgages and protection products, whilst marriage and family commitments might cause a complete reassessment of finances.

As we get older, financial planning doesn't necessarily become any more straight-forward. As your investment portfolio expands, you move house, change jobs and perhaps start to think about plans for retirement, the financial aspects of your life can become increasingly complex.

For many in retirement, cash is in short supply but for those who have taken advice in the good times, options for releasing capital from investments and drawdown options on pension funds mean the need for advice is still important.