Due to the unique experience our team has gained through working closely with Solicitors, Accountants and other Professionals, we truly specialise in advising High Net Worth individuals, including business owners, Pension Scheme Trustees and Charities with complex circumstances and needs. Please visit the above to find out more about the services we can offer to you as a valued client.
We are very proud of our ethos and commitment to providing our clients with the best service possible and as a result of our dedication and experience, we are the only Independent Financial Adviser firm in Derby who qualifies to be included on the SIFA Professional Directory of IFAs, which is endorsed by the Law Society. The directory can be found at www.sifa-centre.info.
We are also one of a select group of Chartered Financial Planning firms.
We would really like to speak to you to discuss how we may be able to help you with any financial matters and add value to you and your family, please contact us