Team and map 1The Investment Sense team of Independent Financial Advisers (IFAs) are here to provide you with high quality, independent, financial advice in Derby and Derbyshire.

Solving your financial problems

Our advisers can help you with an individual area of your finances or carry out a full review, looking into every aspect of your financial planning. The choice is yours, however our aim is always the same, to understand your goals and what you would like to achieve. Then offer our advice to help you achieve your aims, being there with you every step of the way until the plan is implemented.

Independent Financial Advisers in Derby

Our team of IFAs provide advice to new and existing clients in Derby and throughout the wider county of Derbyshire.

We specialise in a number of different areas including:

  • Retirement planning. Advising you on the best ways of building up a nest egg to help you enjoy a happy and financially comfortable retirement. Our advisers will consider your retirement goals, review existing pensions and advise you on how you can best meet your objectives.
  • Retirement. If you have already reached the aged at which you would like to retire our team of IFAs will advise you on the best way to convert your pension into an income. Our advisers can recommend whether an Annuity, Income Drawdown or a different option is right for you.
  • SIPPs. Self Invested Pension Plans, SIPPs for short, are a key specialism for our team of financial planners. SIPPs can offer more flexibility that traditional pensions, which can be especially useful for those people who want more control over where their pension is invested or who are in business and would like to consider options such as SIPP commercial property purchase.
  • Investment planning. In these turbulent times it has never been more important to review your investments. How are they performing? Are the charges competitive? Are your investments arranged as tax efficiently as possible? Our financial advisers will look at all of these areas, whilst of course considering whether you are on track to achieve your financial goals.

Personal Service

  • Independent. Our advice is always independent and unbiased.
  • Face to face advice. Our Independent Financial Advisers in Derby really enjoy meeting both new and existing clients, they are also happy to travel to the other towns and villages in Derbyshire. Of course they are always available on the phone or by email to deal with quick queries.
  • Working hard for you. We know it can be hard to find the right financial adviser; you can be assured that every member of our team will work hard to understand your financial needs and provide high quality advice, considering all the options, to help you meet your financial goals.
  • Experience. All of our advisers are experienced and highly knowledgeable in a variety of areas, whatever your requirements our advisers will have dealt with similar situations before.New Testimonial box 3

For your reassurance

Our advisers regularly deal with new clients, who are often nervous about seeing a financial adviser, especially when it comes to fees and charges, as well as the advice process in general.

We realise that you will want to get to know us, therefore initial meetings, which can be held at your home or our office, are without cost or obligation.

We are regulated by the Financial Conduct Authority (FCA) and you can see details of our registration by clicking here and entering our Firm Reference Number (FRN) which is 515511.

Next steps

If you would like to speak to one of our Independent Financial Advisers in Derby then please do not hesitate to get in touch, we would love to hear from you

You can call our team on 0845 074 7778, email us at info@investmentsense.co.uk or complete the enquiry form below.

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