We are excited to introduce you to our new financial management service, DPC Financial Management (DPC FM).
Created in association with IronMarket, a trusted partner of DPC, our comprehensive financial management service gives you a clear and detailed insight into your business, and your personal finances; which will enable you to make proactive decisions that enhance your overall financial wellbeing.
In these uncertain times, financial planning is at the forefront of every business owners’ mind, and we are delighted that this partnership will provide our new and existing clients with the support you need to make informed decisions about your personal and business finances.
DPC Financial Management Limited is a joint venture between DPC and IronMarket.
It has been established to provide a FCA regulated financial management service to allow you to plan and manage your finances proactively. To protect and enhance your financial assets and to plan long term for your family and business protection.
Both DPC and IronMarket share the same core values, and your interests are at the forefront of everything we do.
Both partners believe that the support provided by DPC Financial Management complements; and will enhance the service offered to DPC clients.
How can DPC Financial Management support you?
Your business
Protection
- If you become ill or, unfortunately die, your family is not negatively affected financially and can maintain their current lifestyle.
- Ensuring the fundamental foundations are in place for unforeseen events.
- Protecting your business and its people for business continuity.
Risk Management
- Commercial insurance solutions tailored to you, so all risks are considered and covered. Including Fleet insurance, commercial property insurance and director & office liability.
Growth
- Best in class asset management to suit your business needs for future growth and success.
Making the most of your company pension scheme
- Highlighting the tax advantages and benefits for your business of purchasing commercial property within your pension scheme.
- Check that you are making the most of your annual and lifetime allowances.
- We will show you how much you and your business can afford to pay into your pension.
- Ensure you are utilising the tax advantages of your pension, to help your business grow.
Your family
- Providing for your family to ensure they are financially secure, and can maintain their lifestyle in the event you become ill or die.
- Ensuring that the value of your business is passed on to your family, as tax-efficiently as possible, if the worst happens, allowing them to benefit from its true value and your years of hard work.
Your retirement
- Implementing plans and strategies through our cash flow forecasting to ensure your retirement is as comfortable as you wish it to be.
- Managing your assets, savings, investments, and pensions ourselves, so you benefit from our years of expertise.
- Maximising the sale value of your business, while reducing the capital gains tax you pay, to ensure you benefit from as much of the sales proceeds as possible.
Confidence knowing IronMarket are 5-star VouchedFor financial advisers
IronMarket is authorised by the appropriate governing body and is rated and reviewed as providing the most dependable advice.
As an industry leader, IronMarket gives you maximum confidence through their high level of expertise – and DPC is proud to work in association with them.
We know you’ll get the client experience you deserve
The latest technology combined with specialist knowledge gives you consistent peace of mind.
IronMarket has developed bespoke systems that allow you to update your details to see real-time investment insights, organise video chats, and book meetings.
Overall, technology gives you control and transparency – while in the safe hands of finance experts.
Speak to us about managing your finances
Ultimately, our aim is to help our clients better manage their finances for enhanced wealth and overall financial wellbeing. If you think you could benefit from this service, please let us know – and we will get in touch with you to discuss this service in more depth.
Furthermore, if you have any questions about this or any of our other services, don’t hesitate to get in touch. We’d be glad to answer any questions.
Warm regards,
The DPC Financial Management Team.
Call: 01782 956999
Email: hello@dpcfm.com
