Aristotle Financial Planning

Independent Financial Adviser  Friar Gate Studios, Derby, DE1 1EE
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FCA authorised
Last authorised 20th June 2022
Friendly, engaging and jargon free Independent Financial Advice to help as many people as possible work towards financial independence.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Mr James Wallis
Founder & Chartered Financial Planner
About us

Based in Derby City centre and working with individuals across the East Midlands, our aim is to help as many people as possible to achieve financial freedom and live the awesome lifestyles they aspire to through great financial planning.

In order to do this we provide independent financial advice in a friendly, logical, interactive and jargon free manner.

Being a Chartered Financial Planner with a Masters degree in Finance and more than a decade of experience advising clients, we feel comfortable dealing with any queries that you may have.

Our services

Financial planning

Retirement and pension planning

Investment planning


Protection planning



*Please note that we do not advise on Defined Benefit Pensions.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Aristotle Financial Planning Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. You can find Aristotle Financial Planning Ltd on the FCA register under reference 922089. Registered in England & Wales. Company number: 10916254. Registered Office: Friar Gate Studios, 22 Ford Street, Derby, DE1 1EE.

Friar Gate Studios, Ford Street, Derby, DE1 1EE

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