Darren Wheatcroft of Derwent Financial Planning Ltd

Restricted - Whole of Market  Suite 2 Acorn Place, Derby, Derbyshire, DE21 4AS
First meeting at adviser's own cost
We specialise in retirement and pension advice as well as all other aspects of personal financial planning
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 my next home
check
Buy to let
check
Buying first home
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
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Estate planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
9.1/10
check
FCA authorised
Last authorised 21st September 2020
Meet our advisers
Darren Wheatcroft Dip PFS Cert CII (MP&ER)
Director/ Chartered Financial Planner

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Chartered Financial Planner
Troy Young
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

Julie Soar
Mortgage Adviser

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

About us

We are a local Derby firm and offer fully advice on all aspects of financial planning, specialising in pension and retirement advice, managing your savings and investments as well as mortgages and life cover. I have a wealth of experience with over 25 years working for a major high street bank as an area manager and pride myself on explaining things in an easy to understand manner. I am director of Derwent Financial Planning and started the business to offer a more tailored service to my clients, many of which I have dealt with for over 25 years.

Our services

I offer tailor made solutions around pension and retirement planning, investments, equity release, life cover and protection. With recent changes in pension laws I have received many enquiries on this subject and can help support you with guidance on what this means to you and what options are available. I provide full advice on all areas and I can source the solutions from the whole of the market, providing a tailor made service.

Where to find us
Head office address: Suite 2 Acorn Place, Alfreton Road, Derby, Derbyshire, DE21 4AS
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits

Response rating
9.1/10
check
FCA authorised
Last authorised 21st September 2020

Similar advisers near you

Independent Financial Adviser 0.92 mi
Providing tailored, unbiased advice in a language you understand.
 
Independent Financial Adviser 0.98 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner
 
Independent Financial Adviser 1 mi
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
 
Independent Financial Adviser 1.01 mi
Helping people in their 50s & 60s plan for retirement and make the right choices with Final Salary/Defined Benefit pensions.