Purdy Financial Services Ltd is a family company based in the World Heritage site of the Derwent Valley in Cromford, Derbyshire. We have a fundamental understanding of both Personal and Business requirements and base our service on traditional values of customer care and support ?– coupled with modern technology designed to assist in our search for the best deal - for you ?– our valued client, whatever the product.
|Address||75 Derby Rd Cromford|
|Phone Number||016 2982 2666|
From Our Website
Hello - and a warm welcome to the Purdy Financial Services website. Please stay a while, enjoy our site, and take advantage of the financial tools we have provided for your benefit. Purdy Financial Services Ltd is a family company based in the World Heritage site of the Derwent Valley in Cromford, Derbyshire. We have a fundamental understanding of both Personal and Business requirements and base our service on traditional values of customer care and support - coupled with modern technology designed to assist in our search for the most suitable deal - for you - our valued client, whatever the product.
We are an Independent Financial Adviser company and we have access to the widest range of financial products in the market place, from any of the large corporations, including Pensions, Protection, Retirement Planning, Mortgage Protection, Investments/Savings, Tax advice, (including Inheritance and Corporation tax planning) and General Insurance. Purdy Financial Services Ltd is an appointed representative of Peak Assured Ltd, which is authorised and regulated by the Financial Conduct Authority.
A large proportion of business referred to us by existing clients, either Individual, Professional (Accountants, Solicitors etc) or Corporate is INVESTMENT AND SAVINGS orientated. We therefore have a great deal of experience, as well as expertise, to assist you in this important area. REGULAR SAVINGS may also be required for specific periods or for open ended periods. During our initial meeting (which is free and without obligation), we will ask for your investment objectives; establish your current circumstances and what they could be in the future.
Purdy Financial Services Ltd are happy to be part of the Peak Insurance Group, a local company that also pride themselves on care and commitment to their clients. Purdy Financial Services Ltd are an appointed representative of Peak Assured Ltd who are part of the Peak Insurance Group. Peak Insurance Group is a local family-owned company established over 20 years ago in the town of Matlock, Derbyshire. They have a fundamental understanding of both personal and business requirements, and base their service on the traditional values of customer care and support.
Could you survive on the State Pension when you Retire? Act now before it is too late. Retirement Planning is one of the most important decisions facing you when you commence work, and yet, with the many other important decisions in life when you start work, or set up home, it can be put off with alarming consequences, leaving too little, or nothing at all in the pension pot to assist you financially in retirement. Note: The Government give tax reliefs on contributions towards pensions. Pensions are a long term investment and can fall in value.
Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property. Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked. There are many ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.