Financial Adviser Profile

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Peter Lee

DFP Solutions
FCA Verified 31/07/2014
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0203 641 5796
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Types of Advice

About Me

Qualifications

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Serves clients with:
  
Over £100k of investable assets or household income

Offering fully independent advice on:
  • General Financial Planning
  • Investments & Savings
  • Insurance & Protection
  • Tax Planning
  • Pension and Retirement
  • Healthcare
  • Equity Release
  • Offshore investing
  • Saving for children
  • Annuities
Specialises in:
Not yet provided
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We help our clients to build and hold onto their wealth by addressing their financial planning issues. We aim to exceed client expectations in servicing and supporting their needs rewarding clientswho place their trust in us.

I would be happy to answer any questions at no cost or obligation.

If you contact me through VouchedFor I offer: Free 30 minute initial discussion
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  • PFS - Member by Certificate
  • IFS - Diploma for Financial Advisors
  • IFS - Statement of Professional Standing (SPS)
Contact Me
Address:
Direct Financial Planning
46-48 Devonport Road
PLYMOUTH
Devon
PL3 4DH
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Typical response time within 24 hours
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We last checked that Peter Lee was regulated by the Financial Conduct Authority (FCA) to provide advice on 31/07/2014

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