With the help of Slater Financial I can relax safe in the knowledge that my savings are working hard for me. At Slater Financial, we're here to help you find the solutions to your current and future financial needs. We're based in Buxton, so we predominantly cover Derbyshire, Staffordshire, Cheshire and South Yorkshire, but have clients throughout the UK.
We're proud to still offer face-to-face independent financial advice, combined with the latest technology and systems so you can be sure of an excellent ongoing service and outstanding results. Here you'll see how we can help, together with case studies and testimonials from some of our existing clients.
We're proud to still offer face-to-face independent financial advice, combined with the latest technology and systems so you can be sure of an excellent ongoing service and outstanding results. Here you'll see how we can help, together with case studies and testimonials from some of our existing clients.
Services
Directors Phil and Debbie Slater have over 50 years' combined industry experience having worked in the financial sector since 1987. Phil is the company's M.D. and holds the IFS Diploma in Financial Planning (including Financial Services Regulations and Ethics and Advanced Financial Planning).
Since his time as a mortgage and insurance Advisor with a leading High Street bank, Phil became a personal financial Advisor after completing the Certificate for Financial Advisors in 1996 before starting his own IFA company in 2001.He also holds the Certificate in Mortgage Advice and Practice (CEMAP), and is a member of Institute of Financial Services (IFS).
Since his time as a mortgage and insurance Advisor with a leading High Street bank, Phil became a personal financial Advisor after completing the Certificate for Financial Advisors in 1996 before starting his own IFA company in 2001.He also holds the Certificate in Mortgage Advice and Practice (CEMAP), and is a member of Institute of Financial Services (IFS).
You can get live valuations 24/7 on your investments and pensions in seconds from the client login section of our website. This is via our state-of-the-art, award-winning technology, together with live statements for your bank/building society deposit and current accounts.
This means you can now have all your financial information together in one place, available in seconds from anywhere in the world via computer, laptop, tablet and mobile technologies.You'll have unlimited telephone, email, and secure messaging access to your Adviser, together with face-to-face meetings to review your finances annually (on average) or on an ad hoc market-driven basis.
This means you can now have all your financial information together in one place, available in seconds from anywhere in the world via computer, laptop, tablet and mobile technologies.You'll have unlimited telephone, email, and secure messaging access to your Adviser, together with face-to-face meetings to review your finances annually (on average) or on an ad hoc market-driven basis.
We've been advising on and overseeing mortgage applications since 1992, so have vast experience in helping find the right type of deal for clients rather than lenders. Whether it's a new property, Buy to Let, self-build or any type of re-mortgage, we can point you in the right direction - and sometimes that's all we do, as occasionally the most attractive deals are only available by applying direct to the lenders.
For successful protection planning, it's vital to consider the possible financial consequences of unforeseen events such as a long term illness or death - how would you provide for those you love if something were to happen to you? It's also essential to find the best value products to meet any shortfalls in protection planning - and as we're totally independent, we can help.
Like investments, pensions should be reviewed regularly to make sure your plans are still on track and your portfolio reflects your attitude to risk. As more cost-effective plans have come on to the market in recent years, you may also find there are now pensions with lower charges and more fund choices available, so you could build up a larger fund to retire on.
Reviews (7)
Red Frankie
Aug 03, 2021
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Drove a long way for an initial consultation. Office staff pleasant and down to earth. Found Mr Slater himself difficult in all honesty - I have no doubt he knows his stuff but aloof and condescending doesnt endear me to people offering a service. Have since gone elsewhere and encountered an entirely different approach and succesful outcome.
Nadine Rowley
May 30, 2021
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Terry H.
Feb 19, 2021
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Myles Oldham
Oct 02, 2019
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Warwick Charlesworth
Jun 01, 2018
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Phil Slater and his people handle my pension (SIPP) and other investments. Overall service and performance over three years so far has been excellent:
- following advice from a firm Phil recommended I withdrew from my company schemes and am now getting >20% more income than I would have done,
- despite taking my pension each month my fund is now bigger than when I started, even taking account of inflation,
- I know exactly where the money is invested, have regular updates with Phil to make appropriate changes and can draw out flexibly to suit my needs and minimise tax,
- Phil and his people
- following advice from a firm Phil recommended I withdrew from my company schemes and am now getting >20% more income than I would have done,
- despite taking my pension each month my fund is now bigger than when I started, even taking account of inflation,
- I know exactly where the money is invested, have regular updates with Phil to make appropriate changes and can draw out flexibly to suit my needs and minimise tax,
- Phil and his people
Paul Barron
Dec 14, 2017
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Gordon Rigg
Aug 26, 2017
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