Edit Business | Derbyshire Booth Financial Management Ltd

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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.

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

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