Red Circle Financial Planning

Independent Financial Adviser South Normanton Business Center, 40 High Street, South Normanton, Derbyshire, DE55 2BP
FCA verified
22nd July 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
Meet our advisers
adviser-person
Darren Cooke B Comm APFS Cert DIM
Chartered Independent Financial Planner
Where to find us

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

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.

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

Red Circle Financial Planning Ltd.is regulated and authorised by the FCA 677777

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