Wealth management professionals

Educating clients to make an informed decision.

Welcome to
DPB Wealth Management

DPB Wealth Management is an Independent financial advice firm that provides independent, impartial advice and guidance to our clients.

 

We believe that proper Financial Planning is about improving our clients short and long-term financial prospects and pride ourselves on delivering a professional service that is truly tailored to your individual set of circumstances, needs and objectives.

 

We give expert advice on a wide range of financial planning areas and work with a range of clients including individuals, business owners and companies. We are also pleased to be able to complement the services of other professional advisers such as solicitors and accountants.

 

 

DPB Wealth Management

About Us

Thanks for taking the time to visit my website. My name is Darren Burns and I am the owner of DPB Wealth Management.

I have over 20 years experience in Financial Services and Retirement Planning through having worked at one of the UK's leading and largest financial services firms.

I offer independent financial advice as I truly believe that clients should look for an adviser that offers advice through a fair and comprehensive review of the market place rather than being forced down a limited process that may not meet their needs in full.

When I am not at work I enjoy spending time with my family and playing golf when the weather permits.

Our Team

Darren Burns
Darren Burns
Owner

Testimonials

I have been using Darren for two years as a Financial Advisor and the advice that I have received from him has totally transformed the finances of me and my husband.

From two years ago being in debt was causing stress after his advice we are now debt-free, our mortgage is reduced by 30% and we are financially better off by £500 per month.

He also identified that I had critical illness cover which I didn’t know and after putting in a retrospective claim it was paid out.  This has totally transformed our pension pot.

The best thing that I have ever done is to follow the advice from Darren.   The advice that he gives is sound and only works if the advice he gives is followed.  I would recommend Darren to where ever he goes.

 

Natalie
Financial Planning

What were the circumstances that caused you to look for a financial adviser?

To consolidate pension funds and get the right practicable and affordable solutions for my needs.

 

How did Darren Burns help you?

Excellent communicator explained the process and discussed needs/wants for the future.

 

Have you seen the outcome you were hoping for?

Still in process at the moment awaiting pension providers. But Darren has kept in touch through the whole process.

 

What could they have done better?

Still in process at the moment but would like to see future investment performance data when funds become available.

Vouchedfor Client
November 2021

What were the circumstances that caused you to look for a financial adviser?

Upon retirement from my job, I was looking for ways to invest and save my pension lump sum.

 

How did Darren Burns help you?

Darren attended at my home and fully explained his services and the best way to invest.

 

Have you seen the outcome you were hoping for?

I have invested however not enough time has passed to see a significant return, it is a long-term investment.

 

What could they have done better?

Nothing, Darren’s service has been exceptional.

Vouchedfor Client
September 2021
Prev
Next

News

Common Retirement Planning Mistakes

Common Retirement Planning Mistakes

DPB Wealth Management has helped many clients across Scotland and the UK and we are here to guide you, so you avoid these retirement planning mistakes.

This website use cookies