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Reviews, get directions and contact details for Derbyshire Booth Financial Management Ltd

Derbyshire Booth Financial Management Ltd

About

Derbyshire Booth Financial Management Limited help give people a more certain financial future. We specialise in working with people who need help and guidance with their investment and retirement goals.

Story

The company is a family run firm of Independent Financial Advisers based in Leyland in the county of Lancashire. Formed in May 2003 we have had considerable success with client’s right across the United Kingdom from all walks of life.

The Managing Director, Greg Heath has been an Independent Financial Adviser since 1990 and holds advanced qualifications in Pensions, Investment Planning, Equity release, Long term care, Taxation and Trusts. He has a wealth of experience in financial planning with specialist knowledge of the pensions and investments world.

Mission

We offer an unbiased comprehensive financial planning service to companies and individuals. Our service is personal, professional and always puts the client first.

Our service is allocated into six distinct steps:

•Identify your goals and objectives
•Collect all data concerning your circumstances
•Analyze the data to fully understand where you are now
•Produce and present our plan outlining the benefits to you
•Implement the plan
•Monitor and review your goals and objectives
I cannot stress enough the importance of the review and monitor process as this is the most important function to ensure your financial freedom.

Contact us today for an initial consultation that is free for an informal discussion about your needs.

Products

Retirement Planning
Financial Planning
Investments & Savings
Pensions
Tax Planning
Long Term Care
Life Assurance
ISA
OEIC
Wealth Management
Income Protection

Address: 1 Yewlands Drive, Leyland PR25 2TN, UK
Phone: 01772 422004
moc.htooberihsybred@ofni
State: Lancashire
City: Leyland
Zip Code: PR25 2TN

opening times

Monday: 9:00 AM – 6:00 PM
Tuesday: 9:00 AM – 6:00 PM
Wednesday: 9:00 AM – 6:00 PM
Thursday: 9:00 AM – 6:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed


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Reviews
Greg is someone you can trust and who gives total peace of mind that your investments are being managed safely. Very thorough and full of knowledge Greg puts things into simple terms and treats you like a friend , he cares that your investments work for you and only you.
8 years ago (16-10-2017)
Been with Greg for about 3 years. Very proffesional. Would recommend him 100%
8 years ago (15-03-2017)
In this day and age our "nest egg pension" is under attack from many directions. Apart from the fraudulent scammers we have the establishment who see our pot as a source of revenue mostly via the HMRC. In our experience even government departments like DWP, HMRC etc. do not fully understand their own ever changing guidelines. We have found that to have someone like Greg who is fully qualified to provide knowledgeable advice to help us make informed decisions priceless. Of course there are good times and bad as the market fluctuates, this to be expected. On top of that Greg and Sue are so friendly and down to earth.
8 years ago (18-03-2017)
I went with Derbyshire Booth after reading excellent reviews, as I needed to sort out what was becoming a very long and drawn out divorce pension settlement. Greg explained to me fully the pension process, what's involved, how long it takes and also the different types of pensions. All I had to do was provide the relevant pokerwork and Greg did the rest. I have to say Greg was fantastic through out sorting my pension out and sorted a very good pension for me in no time at all. I will definitely be using Greg again in the future.
9 years ago (01-06-2016)
'I needn't have worried' Having spent the majority of my adult life actively avoiding 'sorting out my pension', I approached the meeting with Greg, with some apprehension. I really needn't have worried. Greg's friendly, professional approach put me at ease from our first meeting. My investments, pension rules, and retirement strategy were all fully explained and left me feeling very confident and assured. I wouldn't hesitate in recommending Greg / Derbyshire Booth for anyone needing to get their retirement plan in order. G Whittle.
10 years ago (10-02-2016)
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