High Edge Financial Planning

Independent Financial Adviser  10 Bobbin Way, Belper, Derbyshire, DE56 0GX
First meeting at adviser's own cost
Adviser and planner to business owners, 45+s, those 5-10 years to retirement or about to retire. Pension transfer specialist.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Stakeholder
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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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
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
9.5/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Robert Terry DipFA AwPETR MIFS
Independent Financial Planner And Adviser

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.

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

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

What our clients say
"I have been a client of High Edge Financial planning for over 6 years and have found the services provided to be of top quality.  Mr Terry has proven to be an excellent financial advisor with an excellent knowledge of investments, pensions etc. He is also very good at explaining pension plans etc. to the man in the street i.e. me. One last point I would like to say is that I have dealt with a fair share of advisors over the years, some pleasant, some not so much, but I would place Robert Terry very much in the first category.   I would have no hesitation in recommending High Edge Financial Planning."
G Gillespie, Hugglescote
“Rob is very client focused and has provided me with sound, practical advice both prior to and post retirement in terms easily understood.  His consistent high level of customer care is above and beyond what I would typically expect from an IFA.  I couldn’t recommend him more highly.”
S Comer, Derby
"Rob offers a jargon free expert service making the complexities of financial planning accessible. He listened to what I needed and offered advice which was completely tailored to my needs. A pleasure to work with and was always at the end of an email or phone to answer all my questions - even the really silly ones...and often twice! I would highly recommend Rob to anyone looking for a personable, holistic and bespoke financial planning service - I will certainly be a returning client".
Dr Nick Hammond, Norwich
"Rob has provided high quality advice to a number of my clients and my family. His holistic approach is a refreshing change from the normal IFA. I couldn't recommend him more highly."
Michelle Woolley, Allestree, Derby
About us

I want for you, what I want for me: to be able to enjoy my lifestyle now and maintain it as far as possible in retirement. I don't want to have to worry about money and neither should you.

Quality, independent financial advice and planning are key to this and we help people in Derbyshire and Nottinghamshire principally, to achieve their aims.

We help:

Business owners. You have enough on your plate running a business. Let us help you make the most of what you generate, assuming an FD role if you like, taking on board your personal finances to keep you on track.

40+s. The demands on your wallet can be high here and it's easy to forget about planning for the future. We can help.

5-10 years to retirement? There is still some time to make a difference to your retirement income and position your money for how you need access it when the time comes.

Retirees. What is the best way to draw your income? We can tell you the differences and discuss what you need to consider before making a decision.

You'll be pleased to know Rob has 27+ years of experience advising these groups.

Our services

Listen.

Only by doing this can we really understand your aims and concerns, creating a plan accounting for them.

No bull.

We won't flower something up and tell you what you want to hear. The positives, the negatives; it's vital you understand what your actions could deliver.

Simplify.

No-one likes jargon, so we avoid it as much as possible. Anything you don't understand we revisit until you are comfortable.

Where to find us
Head office address: 10 Bobbin Way, Belper, Derbyshire, DE56 0GX
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 1st March 2021

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