WHAT OUR CLIENTS SAY
I have met with Derek recently for both pension and investment advice. He gives a lot of his time to advise you in a clear and concise manner. His retirement advice has made my pension options very understandable and I feel confident that my investments are in good hands.
I heard of Derek when I was working in an insurance company as someone else had a positive experience. I subsequently met with Derek after being made redundant and found his experience and understanding of the highest quality. Not alone did I invest a pension fund with Derek but have also gone back a second time with a different investment. I would recommend Derek to anyone looking for solid and honest advice.
Excellent service and great professional advise from Derek, putting it simply they are brilliant at providing impartial advise relating to ones pension and for the rainy day fund.
Its great to know that you are being guided by a fully qualified professional whom is not in it for what his or her commission may be.
It’s my opinion that paid professional advise (which in a long term view) is in ones best interest.
Thanks so much to Derek
Derek has given us a lot of his time discussing various pension and savings options with us and has been really helpful and informative. Discussing our options with him and using the services provided by Financial Architects has made everything much easier for us and we now feel better prepared for the future!
The Financial Architect process encouraged Anne and I to vision our future and plan and shape it with confidence. We chose our future lifestyle and now confidently make decisions around that, not through a fear factor.
On reflection previously the pension process has been planning in a fog and letting others overly influence future decisions. No longer, I feel we have more control and Derek and the team provide us with options.
I was recently made redundant and was beginning to search for another company to assist me with decisions around my Pension Scheme.
Derek was recommended to me by a work colleague. His assistance with helping me to make clear decisions, and the transfer of my pension could not have ran more smoothly.
When my husband witnessed the service Derek was offering, he also transferred his pension to Derek’s company.
I could not recommend them highly enough. There aren’t many companies that will give you the time and assistance that Derek offers. Exceptional!
Over the last 10 years I’ve used Derek for numerous financial dealings including mortgage protection and life insurance. He has always managed to get me a fantastic deal, better than I could have hoped to get myself.
A few years ago I needed to invest a lump sum from an old company pension scheme and went to Derek for advise. After working through all the options with Derek I choose a new investment portfolio and three years later I’m more than happy with the results. At least twice a year I meet with Derek and he updates me on the performance of my portfolio and offers advise regarding the current market trends and potential investment changes I could consider.
I would have no hesitation in recommending Derek to family, friends and work colleagues.
Derek is an absolute Gent to deal with taking into account your family financial needs for Pensions, Mortgages and Life Cover. He has helped me to find the right products from a landscape of confusing offerings that are affordable and give sound peace of mind that my family will be looked after in retirement or for any unforeseen event. Cheers Derek.
This is a great tool and website Derek deserves a lot of credit, great guy to talk to, breaks it down to understandable bites.
As a woman in her 30’s I used to think planning for retirement was something that wouldn’t be on my radar for a very long time. But with an unexpected career change, which involved making decisions about my Occupational Pension Scheme, made me face the whole pension issue head on.
When I meet with Derek he explained all my options in understandable terms and actually managed to make it interesting.
He gave me realistic examples of how my retirement would look like financially if I continued the way I had been going. He made me realise the importance of ‘lifestyle financial planning’ and also how a good pension and its performance can make a big difference in my retirement.
He showed me the best pension plans out there and how they’ve performed over the years, giving me all the information I needed to make my decision.
I am extremely happy with the level of expertise and service I received from Derek. I would highly recommending him to anyone who is planning for retirement or looking for more information on pensions.
Derek has looked after my pension affairs for the last 5 years. His in-depth knowledge of the pension industry and products is excellent, but Derek spends time to really understand your specific pension needs and situation and then suggests truly appropriate investments and portfolios.
After a number of years of my pension fund shrinking, Derek created a pension portfolio that hasn’t stopped growing since he took it over.
Most importantly, unlike any other pension advisor I have ever worked with, Derek actually sends me regular updates showing how the fund is going and suggestions for adjustments.
Do yourself a favour…Talk to Derek about your pension and investments today!
Derek understands his clients and offers sound, honest and relevant advice.
His personal approach ensures that you get best value for money and positive outcomes. I would have no hesitation in recommending Derek to review and advise on your financial planning for your future.
Derek and his colleagues in Financial Architects have been providing financial advice to my wife and I for the past 10 years. Derek helped us secure our mortgage and got us on a tracker. He has advised us on life assurance and pension options getting us really good products at very competitive prices. Most recently Derek took us through a really impressive lifestyle financial planning tool to help us plan for the future and as a result we have changed our investment and pension options. Derek makes time to understand our needs and priorities and his advice and support is second to none.
Having known Derek for over ten years I have been delighted with the sound professional advice he has given me to date. Derek initially sorted out my mortgage, then a top up mortgage for the house extension and most recently he has patiently steered me through the pension minefield when I changed employers and set up my own pension arrangements. I am very pleased with the results achieved on that in particular so far.
Firstly, top marks to Derek for uncovering this customer focused product, our initial session was planned for 30 minutes, 90 minutes later and I’m really well informed and ready to take action. I would highly recommend.
Since our session, my focus is on retiring early, my mindset has completely changed when it comes to making financial decisions.
Thanks Derek for the “customer focused approach”
Derek and his staff are always very well informed, efficient and courteous.
Thank you for all your help to date and I look forward to our ongoing relationship