Artisan Financial Ltd

Independent Financial Adviser  98 St Lawrence Road, North wingfield, Derbyshire, S42 5LL
First meeting at adviser's own cost
Straight-talking, no nonsense, independent advice, in Derbyshire & Yorkshire for fortysomethings, people 5–10 years from retirement & people retiring now
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
Response rating
10/10
check
FCA authorised
Last authorised 17th February 2020
Meet our advisers
Dale Smith MIFS DipFA
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
"You have done a fantastic job helping me with my pension arrangements over the last 8 years. I cannot thank you enough."
Mr K Atkinson, Heage, Derbyshire
“Dale has always provided me with a first class service and I have recommended him to many friends. He is always approachable and has done a superb job for me over the years...” JH, Belper
J Hodgkinson, Belper, Derbyshire
“Dale has been our adviser for years & we would not want anyone else, we can't fault the advice we get from him. He is very, very good. “ P & ML, Chesterfield
P&M Loxley, Chesterfield
“I have known Dale for a period of eight years now. Initially, it was through my previous employer, as a financial adviser to all employees of the Company. I now see Dale on an individual basis, as I know I can trust him to offer good sound advice regarding my investments and pension. Dale is friendly and offers a ‘down to earth’ approach when it comes to explaining the minefield of information regarding pensions and investments. He is very knowledgeable about the products available and listens to what the customer wants and offers advice accordingly. There is no pressure to go with a certain investment company, unlike some other advisers I have dealt with in the past. I can understand why some people are sceptical about financial advisors, but dealing with Dale over the years, I can see that he is good value for money. He has helped me to make the best of my investments and steered me in the right direction with my pension. I now appreciate the long-term benefit of working with an adviser and would recommend Dale to anyone wanting sound financial advice.”
Elaine England, Derbyshire
“Over the years, I have been able to depend on Dale, not only to point me in the right direction, but also to save me money. Any initial skepticism I had quickly disappeared. Nothing is too much trouble. If you’re looking for friendly, financial advice, look no further.”
Ann Atterbury, Derbyshire
“Almost twenty years ago, we decided to get some expert advice from a Financial Adviser, not knowing anyone we picked Financial Services out of the directory, we have never regretted it for one moment. From the outset, Dale was friendly and knowledgeable, he gave us very good advice on investments. Also because of the work he did on our behalf regarding a Guarantee through a mis-sold insurance he more than doubled Phil’s (my husband’s) Pension fund. Subsequently, directly because of Dale, Phil took early retirement in 2007 on his 54th birthday! Dale always comes to see us once a year and looks through our investments as he always done.”
Margaret & Phil Loxley, Derbyshire
About us

Our goal is simple: to help you live the life you want, without having to worry about money.

How do we do that? By providing high quality, independent financial advice, to clients across Derbyshire and Yorkshire.

We help three groups of people plan their financial future, and solve their financial worries:

Fortysomethings: With competing calls on your money, we will help you plan for the future, whilst ensuring you can enjoy life today.

People 5 – 10 years from retirement: Your mind will be increasingly focused on retirement. We will help you plan carefully for this stage of your life.

People retiring now: We will show you how to turn your pension plans into sustainable income for life, whilst leaving something behind for your loved ones.

We are straight talking, down to earth people. Our independent financial advice will help you get the best out of life.

We are local to you. And will make the effort to meet with you in your home, your place or work, or somewhere else convenient for you.

Working with us, you can be confident your financial future is in safe hands.

Our services

Listening:

By listening carefully, we can fully understand your financial concerns and future objectives. When we've done that, we'll put together a financial plan, which we guarantee to explain in plain English.

Straight talking

We know out clients want us to ‘tell it to them straight,’ whether it’s good or bad news.
You can rely on us to do just that.

Making the complex stuff simple:

Pensions and investments can be very complicated. You can rely on us to translate the complex stuff, so that you can understand it. Our clients tell us that this is what sets us apart.

Where to find us

98 St Lawrence Road, North Wingfield, Chesterfield, S42 5LL

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 17th February 2020

Similar advisers near you

Independent Financial Adviser 1.54 mi
Harvey Spencer Financial Planning - we can hep you plan with foresight rather than regret with hindsight.
 
Restricted - whole of market 3.72 mi
Pensions, Investments and Protection products are my main speciality.
 
Independent Financial Adviser 4.39 mi
We can help you plan for your financial future
 
Independent Financial Adviser 4.39 mi