Your trusted partner for a secure financial future
A Trusted Partner for Your Financial Future
Purdy Financial Services is a family-run business based in the picturesque Derwent Valley of Cromford, Derbyshire. We possess over two decades of experience in the financial services industry, guiding individuals and businesses towards secure and prosperous futures. Guided by traditional values of client care and support, we empower our clients to make well-informed financial decisions.
What We Offer
Our comprehensive range of services covers every aspect of your financial life, including:
Pensions
- Understanding your state pension and planning for the future
- Evaluating and maximizing your existing pension plans
- Exploring various types of personal and stakeholder pensions
- Providing guidance on AVCs, SSAS, and other retirement options
Investments & Savings
- Creating a personalized investment portfolio that aligns with your goals and risk tolerance
- Reviewing and optimizing your savings plans for maximum efficiency
- Guiding you through the complexities of stocks, bonds, and other investment options
Protection
- Comprehensive insurance solutions to safeguard your family and business
- Personalized risk assessment and identification of potential threats
- Assistance with life assurance, critical illness cover, income protection, and other crucial insurance plans
General Financial Planning
- Comprehensive financial planning that considers your entire financial life
- Strategic tax planning and inheritance guidance
- Business planning and wealth protection strategies
Client-Centric Approach
At Purdy Financial Services, we prioritize a personalized and collaborative approach to financial planning. We take the time to understand your unique needs, goals, and concerns to tailor our recommendations. We believe in open communication and regular review to ensure your financial plan remains relevant and effective over time.
Our Commitment
Driven by a genuine desire to empower our clients, our team of experienced professionals is dedicated to providing:
- Transparency and clarity: We explain complex financial concepts in clear, accessible language.
- Accessibility and responsiveness: We are available to answer your questions and address your concerns promptly.
- Professionalism and integrity: We uphold the highest ethical standards and transparency in all our financial planning endeavors.
