Finance Monthly Taxation Awards 2019 Winners Edition

UNITED KINGDOM | EUROPE ABOUT TONY DUNGWORTH Tony has been working in the field of financial advice and planning for more than 30 years. He has 20 years’ experience in banking roles, from sales through to independent financial advice. During 15 years with the Royal Bank of Scotland, he worked closely with a team of corporate and commercial bank managers advising on issues such as debt protection, contingency planning, exit strategies and group benefits. This specialism has meant that D&A Investments Partnership Limited continues to offer a truly expert financial planning service for businesses. Today, Tony is very much a holistic Financial Planner; helping individuals and businesses to plan for every aspect of their finances. His expertise lies in pre and post-retirement planning, Inheritance Tax planning and corporate protection. Tony is also a Chartered Financial Planner, an accreditation indicative of his extensive expertise. He specialises in working with business owners, divorced individuals, retired people and those preparing for retirement. D&A Investments Partnership Limited was created out of D&A Partnership Limited to enable us to be directly regulated. D&A Partnership Limited was formed when Tony joined Peter in 2013. FIRM PROFILE We are Chartered Financial Planners providing independent advice We provide bespoke financial planning services to personal, corporate and commercial clients across Nottinghamshire, Derbyshire and South Yorkshire. Combined, our Financial Planners Tony Dungworth and Peter Armitage have more than 55 years’ experience in financial services. They have the knowledge and skill to understand what’s truly important to you, then create a plan to secure your financial and lifestyle goals. We’re proud to be a firm of Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status represents a firm’s commitment to continued professional development, as well as exceptional service and support for their clients. To secure corporate Chartered status, firms must demonstrate: • The highest levels of technical knowledge through professional qualifications • A commitment to the ongoing development of our skills and knowledge • An adherence to ethical conduct Our Chartered status is proof of our competence, knowledge and ethical behaviour. Our investment philosophy Whether you’re looking to save for your children’s education, your regular income or your retirement lifestyle, preserving your wealth and making a good return is essential should you wish to achieve your financial goals. We will show you the best way to invest, at a risk level appropriate to you and your circumstances, in order to ensure your money is working as hard as it can for you and your family. TONY DUNGWORTH - D&A INVESTMENTS PARTNERSHIP LTD 31