Derrick is a Chartered Financial Planner with over 36 years of experience in Financial Services, of which more than 22 years have been as an Independent Financial Adviser. Equivalent to a bachelor's degree with honours, Chartered Financial Planner is a widely accepted 'gold standard' qualification for professional financial advisers in the United Kingdom.
Derrick works closely with his clients to provide a highly personalised service, covering all aspects of financial planning and wealth management. He has strong technical and analytical skills and is passionate about proactively helping his clients progress to achieve both their personal and financial goals. Derrick provides consultancy support to manage the South West Region for Flying Colours as well as servicing a growing number of High Net Worth clients.
Outside of business, Derrick enjoys spending time with his wife and takes a keen interest in the progress of his two sons who are studying at University and Drama School. He also enjoys travel and exercising frequently; This involves cycling, walking and yoga. He is an active member of the Bristol Breakfast Rotary Club, supporting local and international good causes and is currently Chair of their International Committee.
At Flying Colours we select the advisers to join us and work under the Flying Colours name. They have to go through several levels of assessment, due diligence, client servicing history and financial background checking as part of our stringent approval process. This ensures that you always get the highest standard of service from our advisers.
We needed to need to make appropriate use of pension lump sum, and a smaller inheritance; plan for short and longer term future for selves and family.
Derrick's service has been personal, friendly, attentive and extremely thorough in initial assessment of needs and talking through options. Advice has been clear, based on very extensive report, with patient explanation where necessary. Ha has always been approachable, and quick in responding to any queries. Plans presented by him were flexible, with appropriate options for choice; he has never pressurised, been generous in advising and setting up investments; clear also where advice sought is beyond his expertise (e.g. in some elements of inheritance planning), and helpful in directing to more appropriate sources. He appears to work with great integrity, care and knowledge.
This is an early stage (one year into arrangements), but we feel our funds are wisely invested, and are very satisfied with progress to date.
I had an independent financial advisor but he joined a large financial company and I was not able to continue in that role. I therefore had to select a new financial advisor to meet my requirements. Derrick was considerably more advanced in his financial thinking and after a number of conversations, he was selected as my financial advisor. He effectively set up my financial position such that I am now fully retired without any major financial worries.
Mr M Hoskin
My husband wanted to make sure I was comfortable in my retirement if he died. Derrick understood my needs and requirements and he explains every year how my investments are doing and if they are not performing as well as they could then he advises they be moved to another investment that would give a better return. I am happy with the advise Derrick has given over the years I have known him.