Welcome to DRC Associates

Independent financial advice for you & your family

DRC Associates

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

Financial Adviser

Meet the Team

Say hello to the DRC Associates team

Jason Howard

Jason Howard

Managing Director

Antony Howard

Antony Howard

Director

Mike Philips

Mike Philips

Independent Financial Adviser

Martin Jackson

Martin Jackson

Independent Financial Adviser

Pam Atkins

Pam Atkins

Independent Financial Adviser

Sarah Nelis

Sarah Nelis

Independent Financial Adviser

DRC Associates

DRC Associates Areas of Expertise

Wealth management that truly makes a difference.

Investment Planning

Investment Planning

Whether it’s focussing on rate enhancement, term deposit structure or stocks and shares, we can help*.

Retirement Planning

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

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

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!

DRC Associates

Make a booking

Book an appointment with us today!

"*" indicates required fields

What you you interested in?

Submitting Your Information*
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Financial Advisers

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.