About us

Since 2007, DBL Asset Management has provided independent financial planning and advice to clients from our offices in Wilmslow, Cheshire.

We are a truly independent financial advisory firm, providing a bespoke service to a broad client base with a variety of life goals.

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We’re a VouchedFor Top Rated Firm

DBL Asset Management profile
Vouchedfor Top Rated

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we are Wilmslow’s only Top Rated Firm of financial planners.

How we help

Asset management to us is simply about combining your vision with our expertise to make the right decisions about your wealth.

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What our clients say

We enjoy working with Paula and her colleagues at DBL. They have an excellent knowledge of the financial products available in the market and are able to explain them in a clear manner without too much technical jargon. They are not afraid to make recommendations and give advice. This sounds very easy but is something that many financial professionals avoid.

The “personal touch” is also very much part of the service at DBL, and they strive to ensure that they have a clear understanding of personal and business objectives, whilst delivering a service that is friendly and approachable – whether the requirement is a one off pension, or a complex financial scheme.

Alison Loveday

Both on a personal and professional basis I have worked with Dacre for over ten years, and with Dacre and Paula since the incorporation of DBL. I have always found both to be extremely personable individuals who provide a thoroughly professional service in a relaxed, friendly and personal manner.

I have no hesitation in referring those seeking independent professional financial advice to DBL.

David Allen

I have been a client of Paula Staines for nearly 30 years. In fact I believe that I was her first ever client. Paula initially provided me with advice and solutions to my pension provision requirements and through the years going on to assist me with savings and investments. Paula has always provided my wife and I with a clear and helpful professional and friendly service.

I have also been a client of DBL Management since its inception. Each and every member of staff have maintained the level of service that I have been accustomed to from Paula. I have in the past, and will continue to recommend both the company and especially Paula to friends and family.

Fred Spencer

As a client of DBL for some 7 years I appreciate the friendly and thoroughly professional manner in which they look after my investments. I have complete confidence in the decisions made by Paula and Dacre on my behalf and have no hesitation in recommending DBL to others seeking independent financial advice.

Keith Allen

Paula Staines has provided Insurance and Pension services to both my business interests and personal needs for over 25 years. She always presents an analysis of needs and a range of solutions to choose from. Her advice is always impartial and sensible with a thorough analysis of the market. Under her guidance the chosen SIPP has done very well despite the poor market conditions recently. The website will be a helpful addition to her services and I have no hesitation in endorsing her business.

Niall Finegan

My financial security and planning for mine and my families future is vitally important to me and for the last 13 years I have entrusted DBL Asset Management to be responsible for the selection and ongoing management of all my investments. In that time, I have found them to operate with the highest levels of integrity and they have been truly independent in the advice they have given. We have been delighted with the performance of our portfolio and DBL’s active management has – I believe – delivered far better returns than I could have achieved. I would have no hesitation in recommending their service to others seeking high-quality independent investment advice.

Paul Dickinson

I have been a client since 1985 and have been in a position to observe the consistent and careful management of my financial affairs over a period of time to be very reassuring. Communication with DBL is easy and discussions are always helpful and informative, and advice is both helpful and sound.

It is also a further satisfaction to me that official regulatory changes and requirements have not in any way disturbed the sensitive and professional way that DBL manage my affairs together with those of my wife. I have no doubt that other DBL clients will also applaud the way we are all treated as individuals.

Paul Skelton-Stroud

DBL Asset Management have been looking after our interests since 1999 and I would have no hesitation in recommending their services.

They are undoubtedly experts in their field and successfully manage to combine professionalism with a friendly and understanding manner. As financial administration and compliance for businesses and employers becomes ever more complex and rightly more transparent, it is important to have the support and assistance of people who you trust.

Philip Smith CBE

I gain great comfort from the company’s approach to client care and their management of investments; from the detail of the documentation and transparency of performance, to the knowledge that my investments are under regular review. DBL offer a personal and friendly service that I have no doubt will cause them to have many long term and repeat clients.

Sam Mabon

I have been a client of DBL Asset Management for many years, and have always valued the friendly and professional manner in which they have dealt with my interests. The team have supported me in many financial decisions throughout my career to date and have become trusted advisors for all aspects of my financial planning.

Ben Southworth

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