Derek’s areas of expertise lie in all matters financial with an emphasis on complex Estate and Inheritance tax planning and investments. He also manages all aspects of our financial services department. Thinking outside the box and problem solving are two of his greatest attributes.
Derek started in financial services in 1990 gaining his qualifications much earlier than required by the industry regulators. Joined Poole Townsend in 1996 as an advisor and took over management of the department in 2003. He now works closely with the Partners of the firm in providing good quality independent advice to the firm’s clients as well as dealing with other strategic business issues.
Derek's qualifications include:
- Cert PFS
- CeMAP
- NAEA (Technical Award)
- Studying towards a Diploma in financial planning
Derek enjoys cooking, holidays, stocks and shares, watches, cars and walking his dogs!
