At Professional Financial Centre we pride ourselves on providing the highest quality financial advice available for High Net Worth Individuals, Companies, Trustees and Charities. The scope of our advice is extensive, covering the usual Investment and Pension planning, as well as more complex Tax, Trust and Business planning.
Due to the level of our qualifications and our experience, we are the only firm in Derby to be included on the SIFA Professional Directory, which is endorsed by the Law Society. The directory can be found at www.sifa-centre.info We make it onto this list because we have been able to demonstrate time and time again that we can provide holistic planning that is bespoke to each client’s needs and with a complete focus on providing each and every client with the best advice for them and the highest standard of service possible.
We are also one of a select group of Chartered Financial Planning firms.
Our aim is to look after our clients for the rest of their lives. This usually involves us outlining a lifetime financial plan to our clients, which is then reviewed at least once a year. We have highly qualified advisers used to dealing with High Net Worth clients and understand the relationship between a Solicitor or Accountant and their client. We strongly believe that there are many ways in which we can help you to retain an ongoing relationship with your clients and complement the services you already provide to them.