Welcome to DRC Associates
Independent financial advice for you & your family
DRC Associates - Helping you plan a better future
DRC Associates has over 30 years financial experience to benefit you and your family.
We are authorised by the Financial Conduct Authority and are a totally independent, fee based, financial planning business with full professional indemnity insurance. We are not tied to any insurance company so we can be totally independent when putting together a solution for our clients.
Our clients are our number one priority and we are committed to providing you with first class service from our highly qualified and experienced individuals.
We have invested in technology and have robust systems so that we can deliver an efficient highly personal service from our team.
We aim to respond quickly to client queries and requests, usually on the same day.
We are open and honest and know that our clients value our integrity and feel that they can trust us with looking after theirs and their family’s financial affairs.
DRC Associates - a fresh start to your families finances
Meet the Team
Say hello to the DRC Associates team
Jason Howard
Managing Director
Antony Howard
Director
Mike Philips
Independent Financial Adviser
Martin Jackson
Independent Financial Adviser
Pam Atkins
Independent Financial Adviser
Sarah Nelis
Independent Financial Adviser
DRC Associates Areas of Expertise
Wealth management that truly makes a difference.
Investment Planning
Whether it’s focussing on rate enhancement, term deposit structure or stocks and shares, we can help*.
Retirement Planning
DRC Associates can help you plan your ideal retirement. Ensuring you have the right guidance to afford the retirement you deserve.
Inheritance Tax Planning
Tax can be complex, there are reliefs available which should be considered when looking at liabilities such as Inheritance Tax**.
Protecting You & Your Family
Not a thing we want to discuss, but it’s often something we need. DRC can help you plan to ensure you are prepared for the future.
*The value of your investments can go down as well as up, so you could get back less than you invested.
**The Financial Conduct Authority does not regulate tax advice.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Need some help with pensions, investments or protection?
Call us today 01908 804875 or email info@drc-associates.co.uk for instant help!
Make a booking
Book an appointment with us today!
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Why Choose DRC Associates Services?
Just three of the reasons to choose DRC Associates for all your financial needs
Superior Service
The DRC Associates team offer exceptional knowledge and experience across a diverse range of financial disciplines.
Customer Care
Our friendly, experienced financial advisers are on hand to help with any and all questions you may have.
Your Growth
Our financial advisers are committed to delivering the very best services available to our customers throughout the UK.
DRC Associates Ltd is Registered in England & Wales. Company Number 10080890. Authorised and regulated by the Financial Conduct Authority DRC Associates is entered on the Financial Services Register https://register.fca.org.uk under reference 789032. The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. If you wish to register a complaint, please write to complaints@drc-associates.co.uk or telephone 01908 804875. 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 https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.