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Derek is a Chartered Financial Planner, the profession's highest accolade, and joined Perspective (Home Counties) Ltd in 2011.
He is qualified to the Advanced Level of the Diploma, was awarded Chartered Status in 2005 and is a Fellow of the Personal Finance Society. He 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.
Managing Director
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Registered in England and Wales No 7174102. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.
Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk
Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.
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