Derek offers face-to-face advice and specialises in meeting the financial needs of people who have created – or wish to create – capital, or who earn higher incomes than average and whose circumstances can therefore be more complicated. He offers a bespoke wealth management service, avoiding off-the-shelf or off-the-web solutions, to help you build capital for retirement, invest for growth or income, gain financial protection against risk, pass financial wealth down the generations, plan for inheritance tax and more.
Derek first joined the financial service sector in July 1982, later running his own practice for 15 years. He joined St. James’s Place Wealth Management in 2003.
About St. James's Place Wealth Management
St. James’s Place is one of the UK’s leading wealth management organisations, managing client funds of over £95-billion. The company was founded in 1991 and today provides reliable and expert advice in all aspects of wealth management. Clients receive a bespoke advisory service while having access to a distinctive investment management approach and the reassurance of investing with an award-winning FTSE 100 company.
The Partner (Practice) represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s Website at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.