director and chartered financial planner
T: 01420 83517
Derek is a Chartered Financial Planner with specialist qualifications in taxation, trusts, pensions and retirement options. With a modest, self-effacing manner, his expert financial advice is always clear and straightforward and he speaks extensively at seminars for both industry professionals and private individuals.
Derek joined us in 2001 and has 26 years experience in the industry.
He has advised a wide range of private and corporate clients during his career. Having played for Scotland’s international rugby union team for 10 years and toured Australia with The British and Irish Lions, his clients also include many well-known sports personalities.
Chartered Financial Planner, Member of the Personal Finance Society and the Chartered Insurance Institute