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...”
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
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.
By listening carefully, we can fully understand your financial concerns and future objectives. When we've done that, we'll advise you in plain English.
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
Head office address: 98 St Lawrence Road, North Wingfield, Chesterfield, S42 5LL
We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
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