We are a local company based in Derby and offer a comprehensive financial planning service for all your pension, investment and protection needs. How much cash would your family need to maintain their current lifestyle if you die prematurely? Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Further consumer information is available from the Financial Conduct Authority via the Money Advice Service. The link to this site can be found under useful links on the home page. Derwent Financial Planning is Registered in England & Wales: Suite 2, Acorn Place, Alfreton Road, Derby DE21 4AS.
Further consumer information is available from the Financial Conduct Authority via the Money Advice Service. The link to this site can be found under useful links on the home page. Derwent Financial Planning is Registered in England & Wales: Suite 2, Acorn Place, Alfreton Road, Derby DE21 4AS.
Services
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. I have extensive experience in the banking and financial services sector over 30 years.
Not only do you need to consider which mortgage is most suitable for your current needs and circumstances, you also need to think about which interest rate options are most likely to suit your needs. This section has information on the various types of mortgage product which are available. Buy to let mortgages are not regulated by the Financial Conduct Authority.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. The fundamental idea of a personal pension plan is simple.
The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. This section provides helpful information on the different types of protection product available.
Meeting the cost of residential and nursing care in old age is a growing issue for many people in the UK. As life expectancy continues to lengthen, more of us can expect to require some form of long-term care. This section contains information to allow you to understand the current situation and help you plan for your future.
Reviews (3)
Melody Heather Scudder
Sep 25, 2019
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Julie was absolutely fantastic during the entire process! She kept us informed, updated and aware of the full process from the first day we met her to our mortgage application being accepted and getting the keys to our new home. She always did her best to meet our needs, answer our (sometimes very daft) questions and helped us make informed choices on our mortgage, building insurance and life insurance. She was brill and I will definitely go back to her in the future. Thank you so much Julie.
Helen Wright
Oct 02, 2018
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Julie has been absolutely amazing in sorting out our mortgage. Nothing has been to much trouble for her. We have had regular updates and any queries have been dealt with promptly. We highly recommend Julie for all your financial needs. She is friendly and very approachable, and made the stress of applying for a mortgage a little easier, finding us a deal in a short space of time. 5 stars just doesn’t seem enough for the brilliant service she provides. Thank you so much Julie 😊
Marie Hague
Jun 02, 2018
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