High Edge Financial Planning

Independent Financial Adviser  10 Bobbin Way, Belper, Derbyshire, DE56 0GX
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FCA authorised
Last authorised 14th June 2021
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
Meet our advisers
MR Robert Terry DipFA AwPETR MIFS
Independent Financial Planner And Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

10 Bobbin Way, Belper, Derbyshire, DE56 0GX

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