T: 01786 542 410
Derek is a director and Chartered Financial Adviser at Lomond Wealth Management and offers clients the highest level of financial advice and service.
Derek has over 15 years' experience in the industry and holds qualifications in Advanced Pension Planning, Investment Planning and Taxation and Trusts ensuring he can offer advice in the most complex of areas.
Derek has achieved Chartered Financial Planner status, the highest level of qualification within the industry. This qualification puts Derek in the top 5% of advisers within the UK in terms of qualification and knowledge. More information can be found at the following link: http://www.thepfs.org/membership/chartered/individuals/
Financial Planning Certificate 1, 2 and 3.
CF9 Pension Simplification.
MAQ Mortgage Advice Qualification
JO1 Personal Tax Planning
JO2 Trust Planning
JO4 Pension Funding Options
JO5 Pension Income Options
JO6 Investment Principles, Markets and Environments
Advanced Diploma Level
AF1 Advanced Taxation and Trusts
AF3 Advanced Pension Planning
AF4 Advanced Investment Planning
AF5 Financial Planning Process