Direct Financial Solutions LLP is Authorised and Regulated by the Financial Services Authority (FSA).
FSA Number: 458359

The Direct Financial Solutions Client Proposition

At Direct Financial Solutions we believe that professional advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients.

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live. By engaging Direct Financial Solutions you assure yourself of regular financial checkups and access to new ideas brought to you by the Direct Financial Solutions team. Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely, and we hope that we can earn the right to work with you in the future.


An Annual Review Meeting With Your Adviser Including

  • A complete review of your financial strategy
  • The Direct Financial Solutions 12 point financial health check
Unlimited Telephone & Email Access  
 Face To face Access Between Review Dates  
 The Professionals Service
  • Providing strategic updates to your accountant & any other professional advisers
  • Supplying end of year taxation information (as required)
  • Recommending suitable professionals as other needs arise
 The Portfolio Construction Service
  • Using a risk profiling methodology
  • Design of a suitable asset allocation
  • Portfolio design and construction
 The Portfolio Management Service
  • Portfolio monitoring
  • Re-weighting of asset allocation to benchmark
  • Written portfolio valuations on request
 The Priority Response Service
  • Phone calls and emails returned within 24 hours
The Remove The Hassle Service
  • Taking the complexity and hassle out of administering your financial life
 The Second Opinion Service
  • Making ourselves available to consider new ideas from whatever source they may originate
 The Inheritance Tax & Estate Planning Service
  • In conjunction with your solicitor and other professional advisers
 The Taxation Planning Service
  • In conjunction with your accountant and other taxation advisers
 The Pensions Service
  • Pension advice
  • Pensions review
  • Pensions consolidation