Derek Fish

Chartered Financial Planner and Managing Director
01786 542410
Chartered Financial Planners

What it means to be a Chartered firm

Chartered status is widely regarded as the gold standard of professionalism within financial planning. It symbolises our commitment to exceptional advice, technical expertise, and ongoing professional development.

Ultimately, it is reassurance that the financial planning you receive is delivered by a firm dedicated to excellence, integrity, and putting your interests above all else.
Reviews and Ratings for Financial adviser Derek Fish, Falkirk-and-Stirling

How Derek supports you

Derek’s focus has always been on helping people feel financially secure about the future. Through careful financial planning, he helps clients understand how their pensions, savings and investments can support the lifestyle they want in later life.

He achieved Chartered status in 2012, a recognition of his career-long commitment to maintain the highest possible professional standards.

Today, Derek continues to enjoy working with newly retired clients, helping them transition from working life into the freedom retirement can bring.

Need to know information

View FCA register View Statement of Professional Standing

Qualifications

  • AdvDipIP - Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

  • Cert CII (MP) - Certificate in Mortgage Advice

    The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

  • FPC - Financial Planning Certificate

    A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

  • DipFP - Diploma In Financial Planning

    The RQF level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.

A little more about Derek

Away from work, Derek enjoys pushing himself physically through ultramarathons and mountain races across the Alps, the mountains of Colorado, and other spectacular locations.

He has completed all 282 Munros and also holds a private pilot’s licence, enjoying flying across Scotland and visiting islands like Mull and Barra.

Derek in numbers

282

the number of Munros I have climbed (all 282 of them)

22,916

the number of miles I have run according to Strava

86,450

feet of elevation gain in the Swiss 360 Ultra Marathon

The people who make it all possible

Susan Lafferty
Susan Lafferty

Operations Director

Craig Aitken
Craig Aitken

Financial Planner

Graeme Davidson
Graeme Davidson

Financial Planner

Steven Finlay
Steven Finlay

Independent Financial Adviser

Sophie McDonald
Sophie McDonald

Chartered Financial Planner

Alana Quinn
Alana Quinn

Senior Paraplanner

Stephen Stewart
Stephen Stewart

Administrator

Michelle Macdonald
Michelle Macdonald

Client Service Manager

Miryn McGonnal
Miryn McGonnal

IFA Administrator

Bryce Bissett
Bryce Bissett

Financial Administrator

Lorraine McGill
Lorraine McGill

Office Manager

Joanne Brooks
Joanne Brooks

Office Manager

Elaine Drummond
Elaine Drummond

Senior Paraplanner

Vanessa Williamson
Vanessa Williamson

Paraplanner

Charis Curtis
Charis Curtis

Trainee Paraplanner

Lyndsey Lawson
Lyndsey Lawson

Senior Administrator

Carol Dick
Carol Dick

Mortgage Administrator

Danielle Quinn
Danielle Quinn

Administrator

Meet your team

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