About Us
DMA Financial Planning Ltd has its origins in a partnership established in 1989. The directors came together to establish DMAFP, having previously worked in the independent advice sector. The objective was to combine investment and financial planning into a cost effective professional service for the private client. We aim to provide advice which focuses on client needs, not financial products.
Personal Financial Planning
DMA Financial Planning Ltd are independent financial advisors, but primarily practice as financial planners and investment managers. This means we offer advice to clients on both wealth creation and wealth management. We work with clients to ensure that there are no “surprises” and all the options are fully understood. Good financial planning enables clients to make informed decisions about complex financial issues.
Peace of mind
The golden thread running through our feedback from clients is that we bring peace of mind and a degree of motivation to their lives by mapping out a plan to enable them to achieve their objectives. The majority of our new clients come to us through personal referrals from existing clients and are drawn from all over the UK and throughout the world.
Meet the team
