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  • IFA – Preston, Blackpool, Southport & Lancashire

     

    We are a family-owned independent financial advisors and specialists in all things pensions and investment. We have been helping clients reach a more certain future for over 25 years by providing regular pensions and investment reviews, pension planning, investment advice, annuities and more.

Confused by your finances?

Have you got lots of papers from pensions or investments that you have not looked at in years? Do you know what they are worth? Are they invested correctly?

These are the sort of questions our clients have been asking for years.

At Derbyshire Booth we provide personal financial management for individuals, creating a coherent step by step plan to organise your finances and help meet your long term objectives whether they are retirement, investment or income.

As professional independent financial advisors, we offer advice on different aspects of financial management, including pensions advice, forecasts and reviews, retirement planning, annuities, investment reviews and management, and wealth management.

Authorised to deal with many forms of financial services, we specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning.

If any of these questions sound familiar then we can be of help to you:

  • What are my pensions' worth?
  • Is my money in the right place?
  • Will I get a state pension?
  • Will I have enough to live on in retirement?
  • Are my investments safe?
  • Are my investments as tax efficient as they could be?
  • How can I reduce my inheritance tax liability?
  • When I die will my spouse and children be financially secure?
  • Do I need to make a Will?

Unless you have a background in finance, the odds are that you will not know the answer to these questions.

At Derbyshire Booth we listen to your needs, and offer clear, no-jargon advice on the most appropriate financial services to meet your personal circumstances.

Our Areas of Expertise

  • Retirement Planning
    Realise your retirement goals and work them into a viable financial future.
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  • Wealth Management
    Build your wealth and protect your assets from taxation and other risks.
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  • Pensions
    From forecasts to annuities, secure your retirement with our pensions advice.
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  • Life Assurance
    Provide for your dependants after you’re gone with a Life Assurance scheme.
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  • Equity Release
    Find a suitable advisor to help you raise funds using the value of your home.
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  • Financial Planning
    Get all the information you need to secure your financial future.
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  • Investments
    Put your money to work with professional advice from an investment expert.
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  • Taxation
    Get to grips with your taxes and discover how to minimise your payments.
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From Our Blog

Death benefits & passing on your pension

I have found over the years as an IFA, that people are often confused by the what happens to their pension after they die.  I find myself o...

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The Death of the Pension Death tax

Your pension pot will no longer be subject to the 55 per cent ‘death tax’ if it is passed on to your next of kin when you die, Chancello...

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Balancing Act

If you can’t remember the last time you reviewed your pension and saving, now might be a good time to give your hard earned savings a reva...

Read More...

Stocks

Value Move %
FTSE 100
6946.66 -3.07 -0.04%
FTSE 250
17273.82 +24.02 +0.14%
FTSE 350
3812.77 -0.56 -0.01%
FTSE All Shares
3744.26 -0.30 -0.01%
Dow Jones
18132.6992 -81.72 -0.45%
Nasdaq
4963.5278 -24.36 -0.49%

Currencies

Value Move %
GBP/EUR
1.3795 -0 -0.01%
GBP/NOK
11.8301 -0.02 -0.17%
GBP/SEK
12.8640 -0.009 -0.07%
GBP/USD
1.5450 +0.001 +0.07%

The above Stocks and Currency information is provided by an external company and neither Derbyshire Booth Financial Management Ltd nor TenetConnect Limited are responsible for the accuracy of the information.