Business Details
17 Years
experience
Your Trusted Financial Partner in Buxton
At Slater Financial, we specialise in providing independent financial advice tailored to both current and future needs. Established in Buxton, our services extend across Derbyshire, Staffordshire, Cheshire, and South Yorkshire, with clients throughout the UK. We combine face-to-face consultations with modern technology to ensure a seamless, ongoing service. Our approach focuses on building long-term relationships founded on trust, mutual respect, and gratitude. With expertise dating back to 1992, we offer guidance on mortgages, pensions, investments, and insurance solutions. Our annual reviews ensure your financial plans remain aligned with your risk tolerance and market opportunities.We pride ourselves on transparency, offering access to cost-effective plans with lower charges and diverse fund choices. Our team helps clients navigate complex financial decisions, whether for personal protection, retirement planning, or property investments. As an FCA-authorised firm, we adhere to rigorous regulatory standards while maintaining a client-centric ethos. Our success stories and testimonials reflect our commitment to delivering outstanding results through personalised strategies.
Services
Insurance
Mortgages
Work Pensions
Key Man Insurance
Details
- Year established: 2009
Highlights and features
- We offer face-to-face financial advice tailored to individual needs.
- Our team combines decades of experience with cutting-edge technology.
- Long-term client relationships are built on trust and transparency.
- We provide access to cost-effective pension plans with diverse options.
- FCA-authorised experts prioritising client financial security.
Associations and certifications
- Financial Conduct Authority
What people say
Outstanding results
Mutual respect
Excellent ongoing service
Successful protection planning
Cost effective advice
Services
Insurance
Our insurance services focus on mitigating financial risks from unforeseen events like illness or death. We help clients secure coverage to protect loved ones and assets, ensuring peace of mind through tailored solutions. Regular reviews ensure policies remain aligned with evolving needs.
Mortgages
With expertise since 1992, we advise on mortgages for residential, buy-to-let, and self-build properties. We compare deals across lenders to find optimal rates, including direct lender options unavailable elsewhere, ensuring cost-effective solutions for clients.
Work Pensions
We help businesses design workplace pension schemes that meet regulatory requirements while offering employees competitive investment options. Our solutions balance employer contributions with long-term growth potential, ensuring compliance and employee satisfaction.
Key Man Insurance
This service safeguards businesses against financial losses from losing key personnel. We create policies that cover recruitment costs, revenue loss, and debt obligations, ensuring business continuity during transitional periods through strategic risk management.
Questions
What services does Slater Financial offer?
We provide independent financial advice on insurance, mortgages, pensions, investments, and key man insurance tailored to individual needs.
How does Slater Financial differ from other advisers?
We combine face-to-face consultations with technology, prioritising long-term relationships built on trust and transparency.
Do you offer free initial consultations?
Yes, we provide a free 90-minute consultation to discuss your financial goals and requirements.
Which areas do you serve?
We primarily serve Derbyshire, Staffordshire, Cheshire, and South Yorkshire, with clients nationwide.
Are your financial plans flexible?
Yes, we conduct annual reviews to ensure your plans adapt to changing circumstances and market opportunities.
Reviews (6)
Red Frankie
Aug 03, 2021
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Drove a long way for an initial consultation. Office staff pleasant and down to earth. Found Mr Slater himself difficult in all honesty - I have no doubt he knows his stuff but aloof and condescending doesnt endear me to people offering a service. Have since gone elsewhere and encountered an entirely different approach and succesful outcome.
Nadine Rowley
May 30, 2021
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Really friendly financial advisers who took extra time to explain my options and made the process really easy for me.
Terry H.
Feb 19, 2021
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Positive:Professionalism,Responsiveness,Value
Can't fault Phil and the team. With all the uncertainty and volatility of the last 12 months I don't believe I could have been in better hands. You just know that your pension and investments are in good hands with Slater Financial Ltd.
Can't fault Phil and the team. With all the uncertainty and volatility of the last 12 months I don't believe I could have been in better hands. You just know that your pension and investments are in good hands with Slater Financial Ltd.
Myles Oldham
Oct 02, 2019
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Very friendly and professional advice. I am now much clearer as to the options available to me and felt under no pressure at any time to make any hasty decisions.
Warwick Charlesworth
Jun 01, 2018
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Phil Slater and his people handle my pension (SIPP) and other investments. Overall service and performance over three years so far has been excellent:
- following advice from a firm Phil recommended I withdrew from my company schemes and am now getting >20% more income than I would have done,
- despite taking my pension each month my fund is now bigger than when I started, even taking account of inflation,
- I know exactly where the money is invested, have regular updates with Phil to make appropriate changes and can draw out flexibly to suit my needs and minimise tax,
- Phil and his people
- following advice from a firm Phil recommended I withdrew from my company schemes and am now getting >20% more income than I would have done,
- despite taking my pension each month my fund is now bigger than when I started, even taking account of inflation,
- I know exactly where the money is invested, have regular updates with Phil to make appropriate changes and can draw out flexibly to suit my needs and minimise tax,
- Phil and his people
Paul Barron
Dec 14, 2017
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Brilliant service and fantastic ongoing support. Very experienced and knowledgeable. No hesitation in recommending to anyone
