The value of investments and pensions can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage
To DRK Financial. From our base in Ferndown, we offer financial advice to clients based primarily around London and the South Coast.
Our aim is to provide you with the right advice to ensure you make the best and most appropriate decisions for your financial well-being, now and in the future.
If you need someone to help you navigate your way through all the complex information, jargon, small print, legal and tax rules that goes with managing your wealth, you’ve come to the right place.
How we work
Working with us is very much a two-way process; you have the chance to learn more about the way we work, and the range of services we offer. We listen carefully and gather all the information about your financial needs, and turn what we have learned from you into a financial strategy tailored specifically to your requirements.
So, whether you want a mortgage, to save or invest tax-efficiently for the future, protect your family, plan for your retirement, or you are a small business-owner, then we have the knowledge and expertise needed to put the right financial plans in place to help you meet your goals.
We are a member of Intrinsic, a financially strong, highly-experienced and supportive network. This means that we have access to lenders across the whole of the mortgage market and offer market-leading protection and investment plans.
We strongly believe that financial planning cannot be seen as a one-off exercise as your situation will change as you go through life and along-side that taxation allowances, rules and the markets themselves are constantly moving. It is vital therefore that all of your affairs are reviewed on an ongoing basis to ensure that you are always in the right position irrelevant of what is happening in your own situation or the wider world around you. We offer 3 different levels of service which you can choose from to ensure that you are always up to date with your affairs.
On these pages, you will find out more about the services we offer. We know from experience how important it is to make the right decisions about your money. We therefore offer an initial fact finding meeting to assess your needs and bear the cost of this ourselves.
So, if you’re looking for help in planning your finances, why not call us on 01202 802922 or 07966 775162