Red Circle Financial Planning Limited
40 High Street
South Normanton
Derbyshire
DE55 2BP
I have been providing financial planning advice for over 25 years to individuals and businesses across the East Midlands.
As a Fellow of the Personal Finance Society and Chartered Financial Planner I hold the highest qualifications available and adhere to the highest ethical standards.
In 2016/7 I led the campaign calling for a ban on cold calling on pensions and investments as a key move to fight scammers and criminals. This led to the government agreeing to the ban. As a result I was awarded the 'Building Public Trust' award at the CII Presidents Dinner in 2017.
I believe in providing full financial planning to clients as part of the advice process. It’s important that we get it right, and that you can feel confident in what we’re doing. That’s why we take the time to sit down and talk to you on a face to face basis, get to know you and what you want and undertake a detailed review that helps ensure that you can meet your personal and financial goals.
We use sophisticated personal cash flow modelling software to enable you to answer many of the vital questions about your future, so that we can plan your finances with genuine confidence.
Red Circle Financial Planning is Authorised and Regulated by the Financial Conduct Authority reg. no. 677777
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.