Who we are
Think of us an an architect for your later life
In many ways we work for you as an ‘architect’. You come to us with bricks and steel in the form of pensions, savings, property or business, and from this we look to help you understand what kind of retirement can be created. We help to draw out the plans for the life that you want. It’s about you and your plan, not the money or fancy investments. We want to help you gain the financial confidence and security to live your life without financial worries. That’s why we are very important, we provide our clients with piece of mind.
How to become a client?
Getting started is easy! Click below to contact us and take the first step to financial freedom.Contact Us
Meet the team
QFA FLIA LIAM RPA SIA CFP
Derek is a founding member of Financial Architects and has worked in the financial services business since 1993. Derek has several relevant financial qualifications but believes qualifications are not enough, clients don’t really get too excited about qualifications. Derek spends most of his day meeting with clients in the areas of Lifestyle Financial Planning and retirement planning.
Michelle is a founding member of Financial Architects and also has vast experience in the Financial Services business (since 1993). Having sole responsibility for all Mortgage clients within the business, Michelle has a huge loyalty from her clients over the years. Michelle spends most of her day advising clients how to get property finance.
Claire again has vast experience in the Financial business, joining the industry in 1992. Claire most recently left a leading bank where she was a successful branch manager for several years. Claire spends most of her day dealing with Pension scheme wind ups, Pension scheme Trustees and clients. Claire also handles all investment files for Financial Architects.
Mortgage Adviser QFA
Rose is one of our mortgage experts. With plenty of experience from underwriting mortgage applications to advising clients on everything from how to buy a house, to mortgage rates, how to get approval, to getting your keys for First Time buyers, Second time buyers (Trading up), Investors, mortgage switchers, equity release and top ups. Rose deals with ex-employer pensions, company pensions for business owners and personal pensions for clients, Rose has extensive experience in Financial Services over a 30-year career, and Rose is studying for Retirement Planning Advisor exams.
Brian handles Pension and investment advice for new and existing clients. Brian deals with ex-employer pensions, company pensions for business owners and personal pensions. With over 20 years of experience in the Financial business, his knowledge and friendly personality shine. Brian is currently sitting Retirement Planning Advisor exams.
What our clients say about us:
The value of your investment may go down as well as up. You may get back less than you invest.
Past performance is not a reliable guide to future performance.
These funds may be affected by changes in currency exchange rates.