Derek Blaik

Derek is responsible for delivering advice to clients on all aspects of Financial Planning including retirement solutions and strategies for investment, estate planning, protection and savings. Derek is also part of the internal team responsible for marketing, business development and client reporting.

Derek started his career with Scottish Widows and has been advising private clients since 1993. He has held senior financial planning positions with Dunedin Independent and Chase de Vere. In April 2010, Derek was promoted to Financial Planning Director.

Qualifications:

Chartered Financial Planner

Certified Financial Planner (CFP)

Advanced Financial Planning Certificate

Memberships:

Institute of Financial Planning

Chartered Insurance Institute

The Personal Finance Society

Specialisms

Financial Planning