DFB Wealth Strategies Ltd
I am an advice-only financial planner located in Rochester, Kent, serving sales and tech professionals across the UKI don't sell investment products or insurance policies, I give financial advice that's in your best interest.
About
I am Dan Brent, an advice-only financial planner, based in Rochester, Kent, with a passion for helping those in their 30's and 40's and business owners refine their path to financial independence as DIY investors.As a qualified financial planner, I specialise in advice only, comprehensive financial plan development, topic research, and personalised financial education.I am a solo adviser. To meet my clients’ demands I maximise technology and collaborate closely with outsourced professionals. I have appointed a backup advisor in the event that I become unavailable for an extended period of time.Interested? Get in touch!
COMPREHENSIVE FINANCIAL PLANNINGThe advice-only financial planning process includes a truly comprehensive review and analysis of your current financial situation, detailed personal recommendations, and most importantly – a measurable action plan to help you achieve your financial objectives with clarity and confidence.Providing personalised education and advice in your best interest requires a full understanding of your unique financial situation, opportunities, and desired outcomes. Nearly all financial decisions have implications across multiple planning areas, and they should not be considered in isolation.My services are designed for people who are looking for a simple, transparent way to receive and pay for financial advice without the smoke and mirrors of the usual IFA offering.My services are not ideal for those looking for the implementation of investments or investment products.
MY FEES
Flat Fee Financial Planning£3,500ONE SIMPLE, TRANSPARENT FLAT FEENew relationships begin with a three-month comprehensive planning engagement, at a flat fee of £3,500 per household. Half of the cost (£1,750) is due upon the signing of the formal engagement letter and the other half (£1,750) is due upon the presentation of the financial plan.What Is Included?Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage your investments. I work with clients throughout Kent as well as across the country. Technology has broken down barriers of distance and clients regularly meet over Zoom, as well as traditional communications over phone and email.Why Advice Only?I found that many of my clients needed me to advise on assets that were held away, such as property or business interests (and increasingly bitcoin). I set up my fees this way so I could include those assets into the planning which provides a more comprehensive view of your total wealth including all assets and liabilities.Like What You Hear?If this sounds like the kind of relationship you want with your adviser then find out more about my process.
Contact
I suggest that, even if you intend to sign up with me, you speak with a few other advisors first to be fully aware of other options.If you decide that you'd like to find out more about how I am different from other advisers, please contact me and I'd be delighted to see if I can help you.
Email Me🖥 Virtually serving clients nationwide