Red Circle Financial Planning

Independent Financial Adviser  South Normanton Business Center, South normanton, Derbyshire, DE55 2BP
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FCA authorised
Last authorised 15th January 2020
Chartered Financial Planner providing advice that is as individual as you are to help you plan for your financial future.
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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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 income protection
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Group life insurance
Meet our advisers
Darren Cooke B Comm APFS Cert DIM
Chartered Independent Financial Planner
About us

Winner of the Judges Award at the Unbiased Awards 2017

At Red Circle Financial Planning our aim is to help our clients live the life they want by working with them to plan their financial future.

Our bespoke planning helps us answer vital questions about your present and future aims for you and your family. We then use our expertise to build a financial plan with you to help you achieve those aims.

As Chartered Financial Planners we have the technical expertise and over 24 years of experience to ensure you get the best advice and our recommendations are tailored for you and your circumstances. As a fully independent firm we can source the best solutions for you from the whole of the market using any provider and any investment option.

We look to build long term relationships with clients and guide them through their financial life and all the changes and turns that happen as personal and business circumstances change too.

Our services

Providing holistic financial advice to individuals, businesses and business owners and providing solutions for wealth management, tax planning, retirement funding and protection based on long term relationships with clients. I work with clients to help them achieve the lifestyle they want and have the financial security to provide that.

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

South Normanton Business Center, 40 High Street, South Normanton, Derbyshire, DE55 2BP

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