He is qualified to the Advanced Level of the Diploma and was awarded Chartered status in 2005. He is a Fellow of the Personal Finance Society and holds specialist qualifications in Investment Management, Taxation, Trusts and Pension Planning. Having completed the R08 pension update exam, he is now a designated Retirement Planning Specialist.
Derek gets satisfaction from speaking with clients and from researching fund performance.
Outside of work Derek enjoys travelling, reading and politics.
The Financial Conduct Authority does not regulate taxation or trust advice.