Skip to content

Accessibility tools

From a landline: 0161 244 9759

From a mobile: 0330 053 9349

Client Portal

Derek C Baptist MCSI, APFS

Director

Derek has been a Financial Planner for over 30 years and a Director of Perspective (Midlands & Cheshire) Ltd (formerly Ad Valorem Wealth Management LLP) for over 20 years.

Derek is a Director and member of Perspective’s Advisory Board. He specialises in advising High Net Worth clients.

He holds the CII’s Discretionary Investment Manager qualification and is a Chartered Member of the Chartered Institute of Securities and Investments, as well as being a Chartered Financial Planner. Derek specialises in retirement, investment and trustee investment advice.

Derek studied law at university before joining the RAF where he served for 10 years as a Commissioned Officer mainly on the Tornado strike and air defence forces.

On leaving the RAF he joined the Financial Services profession and held senior roles at Equitable Life before joining Scottish Widows where he was Head of the Financial Planning Unit and was the senior authorised adviser in the company responsible for the advice provided by Scottish Widows sales force. Derek became an Independent Financial Planner in 1997 and was a Director of a substantial regional independent financial practice before joining AWD Thomsons as a Divisional Director of the national practice.

Derek founded his own Independent Financial Advisory practice in 2000 which evolved into Ad Valorem Wealth Management LLP which he co-founded with Ceri Robbins in 2010.

 

Derek Baptist

Based

Newcastle under Lyme Office

Whitehall House
Sandy Lane
Newcastle under Lyme
Staffordshire
ST5 0LZ

Telephone: 01782 711091

Chartered Financial Planners logo

Chartered Financial Planners

Perspective (Midlands & Cheshire) Ltd, Registered in England and Wales No 7935927. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Midlands & Cheshire) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Midlands & Cheshire) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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 9123

www.financial-ombudsman.org.uk