
Services
Services
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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.
Pensions
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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.
Protection
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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.
Insurance
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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.
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