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. He believes in giving an all round approach to his clients financial planning. He joined Poole Townsend in 1996 as an advisor and took over management of the department in 2003.
In 2010 Derek became one of the first non-lawyer Partners in the UK and is now a full Partner here at Poole Townsend.
Derek's qualifications include:
- Cert PFS
- CeMAP
- NAEA (Technical Award)
- Level 4 Diploma in Financial Planning
He is also working towards gaining Chartered Financial Planner Status.
Derek enjoys cooking, holidays, stocks and shares, watches, cars and walking his dogs!
