Founded in 2002 as D&P Asset Management and rebranded in 2021 as Pilling Financial, we provide our clients with a holistic financial planning service that is truly independent, with superior client care at the heart of everything we do.
Independent Financial Advice
The practice is headed by Andrew Pilling, an independent financial adviser (IFA) who brings over 25 years experience in financial planning. We are focused on our clients needs and dedicated to provide a customer service which is tailored to meet your individual needs.
Lifestyle Financial Planning
Using our Lifestyle Financial Planning Model, we create personalised financial plans for our clients, working alongside them to help them to set financial goals, maximise the impact of their financial assets and to swiftly take onboard any changes to these goals and their circumstances.
Whether you are approaching retirement and need help with your options, are nearer the beginning of your working life and want to plan for the years ahead or now have further capital to invest, we can help you with our expert, independent financial advice
Pilling Financial offers trustworthy, expert and independent financial advice and asset management whatever your situation or stage of life.
Asset Management for all
Pilling Financial can work for you on the following;
- Retirement planning
- Pensions
- Savings and investments
- Estate planning
- Family protection
Financial planning you can trust
We are proud of the high quality of the advice and support that we offer our clients. Our comfortable and private offices are located in the Sanderson Arcade at the centre of the prosperous market town of Morpeth in Northumberland but we work with clients across the North East region. We offer face to face meetings at our offices or wherever you are.
We are proud of the comprehensive and professional service we provide to our clients. However if you wish to make a complaint, please contact us. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567
Pilling Financial Ltd. Registered in England and Wales Number 5958862.
Pilling Financial Ltd. is authorised and regulated by the Financial Conduct Authority under number 625337. Click here to view the FCA Register.
Visit The Financial Conduct Authority website for more information.
Please note: The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The value of an investment and income from it can go down as well as up. Your capital is at risk.