Why choose us

There are many reasons to choose us to be your trusted financial planning firm. Our expertise, endorsements and accreditations speak for themselves.

"Never get so busy making a living you forget to make a life." - Anon

Our approach to financial planning

As a Financial Planner, Darren’s job is to help you achieve and maintain the life you want. The focus is you, your future, your hopes and dreams. We believe in conversation; taking time to talk and understand you is the only way to help you achieve everything you want in life.

Our expertise

As a Chartered Financial Planner (CII), a Fellow of the Personal Finance Society (PFS), and a Member of the Chartered Institute of Securities and Investment (MCSI), Darren is amongst the UK’s top financial professionals.

Our independent status

As an independent firm, we’re not tied to any particular provider or fund manager. Unlike restricted Financial Advisers, we have the freedom to make recommendations that are in your best interest, and therefore get you on the best path to achieving the lifestyle that you want.

Our Trusted Trader endorsement

We are proud to be a Which? Trusted Trader. This endorsement means we have been assessed by an experienced trading standards professional and have subsequently met their specific criteria. You can therefore be confident that you are working with a trusted, expert professional.

Our local presence

We work exclusively across the East Midlands, including Derbyshire, Nottinghamshire, north Leicestershire and South Yorkshire. Our offices are based in South Normanton, Derbyshire. We meet most of our clients here, but we’re also happy to come to your home or office.

Our personable approach

Darren is well-known for being a friendly and personable professional to deal with. He’s genuinely interested in people, their stories, their hopes and dreams. Think of it as catching up with a friend, just to talk finance!

There are plenty more reasons to choose us:

Our accreditations

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Our values

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Our fees

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If you’d like to find out more or book in a free, no obligation meeting, complete the form below and a member of the team will be in touch.

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