About Us

 

We are a local company, ideally placed to find the most suitable financial arrangements for your circumstances.

How We Work

This short video explains how our service works and what you can expect from us.

Our Services

What We Do

Pre-Retirement Pensions

We can create you a bespoke retirement savings plan to help you achieve the lifestyle you require at retirement.

Pensions at Retirement

Whenever you’re planning to retire, we can help you make the right decisions on how to take your income.

Investment Planning

When you are looking to invest, obtaining the correct advice for your circumstances and risk profile is essential.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Our 6-point process

How We Do It

Your Goals

We establish your life goals, personal circumstances, aspirations and concerns.

Your Information

We collect all relevant information and financial data and establish your perceived risks.

Analysis

We assess your current position and how you arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.

Design Your Strategy

Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be.

Implementation

We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.

Regular Reviews

If you choose, we’ll meet on an ongoing basis to assess your strategy and implement the next steps in the plan.

Why Work with Us?

We provide a comprehensive and personal financial planning service tailored to the specific requirements of both our individual and our corporate clients from across the East Midlands and the rest of the UK.

Our Senior Partner Bryan Duchart has achieved Chartered Status which means he has reached a very high level of competence in our particular field of work, which has been recognised by the award of a formal credential by the CII (Chartered Insurance Institute)

The Chartered logo signifies that he has committed to:

  • the highest levels of technical and professional knowledge and competence through professional qualifications
  • keeping knowledge and skills up-to-date through continuing professional development
  • ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.

Through the expertise of our professional and highly qualified advisers, we are committed to building long-term relationships with our clients in order to develop and implement plans which provide them with confidence and control over their financial future.

We are dedicated to providing the ongoing support that our clients require as their ambitions, needs and circumstances change over the course of their lives.

Support from Openwork

Openwork is a well established financial services distribution company supporting hundreds of firms, like ours, around the UK.

Being part of Openwork gives our business the support we need to do what we do best – give you high quality professional financial advice.

Openwork provides us with the following:

  • Access to the pension, investment, mortgage and protection products from some of the UK’s biggest brands
  • Payment administration and reconciliation services
  • IT
  • Regulatory support

Get In Touch

Tick this box if you want your details to be stored on our database, which may then be used for marketing purposes.

Please tick how you would like us to contact you.

6 + 11 =

FD Financial Advisers
Woodgate House
Moor Lane
Coleorton
Leicestershire
Tel: 01530 834275

The internet is not a secure medium and the privacy of your data cannot be guaranteed.