Financial Adviser Profile

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Peter Lee

DFP Solutions
FCA Verified 19/01/2015
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Types of Advice

About Me



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
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.

  • PFS - Member by Certificate
  • IFS - Diploma for Financial Advisors
  • IFS - Statement of Professional Standing (SPS)
Direct Financial Planning
46-48 Devonport Road
We last checked that Peter Lee was registered with the Financial Conduct Authority (FCA) to provide advice on 19/01/2015

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