Business Details
Trusted Financial Advisers in Derby
Established as a trusted provider of independent financial advice, we specialise in creating tailored solutions for individuals and businesses across the UK. Our team of experienced professionals delivers comprehensive services in pensions, wealth management, family protection, and tax planning, prioritising client needs through a structured, transparent process. With a commitment to ongoing support and regulatory compliance under the Financial Conduct Authority, we ensure clients receive impartial guidance aligned with their long-term financial goals. 
Services
Wealth Management
Pensions Planning
Family Protection
Tax Planning
Investment Advice
Highlights and features
- We offer over 20 years of combined experience in financial advisory services.
- Our team provides personalised home visits for convenient client consultations.
- Free initial consultations ensure no-obligation, accessible financial advice.
- Regulated by the Financial Conduct Authority for compliance and transparency.
- Tailored solutions for pensions, wealth management, and family protection needs.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Expert pensions advice
Personalised wealth strategies
Transparent fee structure
Convenient home visits
Regulated professionalism
Services
Wealth Management
We design bespoke wealth management strategies to grow and protect your assets. Our approach combines risk assessment, investment diversification, and long-term financial goal alignment. Clients benefit from regular portfolio reviews and transparent reporting to ensure sustained growth.
Pensions Planning
Our pensions planning service covers auto-enrolment, annuities, and income drawdown options. We help clients navigate post-April 2015 pension freedoms to maximise retirement income. Personalised reviews ensure strategies adapt to changing regulations and individual circumstances.
Family Protection
We offer life assurance policies to secure financial stability for dependants. Services include term life cover, critical illness cover, and trust planning. Our advice ensures policies align with family needs while considering tax implications and regulatory requirements.
Tax Planning
Our tax planning solutions focus on minimising liabilities through legitimate reliefs and allowances. We advise on inheritance tax mitigation, capital gains tax strategies, and tax-efficient investments. Ongoing reviews adapt to legislative changes and client circumstances.
Investment Advice
We provide guidance on selecting investments aligned with risk tolerance and financial goals. Services include equity, bond, and fund recommendations. Clients receive detailed analysis of market trends and performance tracking to optimise returns.
People
Tim Parkes
Partner
With extensive experience in financial planning, Tim specialises in pensions and retirement strategies. He focuses on delivering clear, actionable advice tailored to individual client needs.
Nick Jackson
Partner
Nick brings expertise in wealth management and tax-efficient investing. He prioritises long-term client relationships and transparent communication to achieve financial objectives.
Dan Moult
Independent Financial Adviser
Dan advises on investment strategies and family protection solutions. His client-centred approach ensures solutions align with both immediate and future financial goals.
Questions
What services do Derbyshire Independent Financial Advisers offer?
We provide pensions planning, wealth management, family protection, tax planning, and investment advice tailored to individual circumstances.
Are your financial advisers regulated?
Yes, we are directly authorised and regulated by the Financial Conduct Authority (FCA) under registration number 624915.
Do you offer free initial consultations?
Yes, we provide a free, no-obligation half-hour consultation to assess your financial needs and discuss potential strategies.
Can you help with retirement planning?
We specialise in retirement planning, including pension freedoms, annuities, and income drawdown options to maximise your retirement income.
What areas do you serve?
We operate nationwide but focus on Derbyshire, Staffordshire, Nottinghamshire, and Leicestershire, offering home or office visits.
How are your fees structured?
We present fee options upfront with full clarity, ensuring transparency. Costs depend on the complexity and scope of required services.
