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.

We may be asked to advise upon the investment of an INHERITANCE; the investment of the proceeds from the sale of a BUSINESS; the investment of TRUSTEE funds; the investment of a WINDFALL; or simply the investment of a LUMP SUM. REGULAR SAVINGS may also be required for specific periods or for open ended periods.

We are sure you will have the same burning issues as other investors:-
* What type of investment vehicle is best for me?
* Where should I invest? (Low/Medium/High Risk).
* Who can I trust in the market place?

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. Issues such as RISK/REWARD, TAX, CHARGES, GROWTH/INCOME will be discussed in depth.

We list below some of the investments that we regularly advise upon :-

• Investment Bonds • Corporate Bonds
• Individual Savings Accounts (ISAs) • Investment Trusts
• Maximum Investment Plans • Offshore Bonds
• Endowments • Trustee Investments
• Open Ended Investment Companies (OEICS) • Unit Trusts

Contact us for an initial free and without obligation meeting to assist you in this important area.

Important Note: The value of an investment and any income from it can go down as well as up and you may not get back the original amount invested. The past is not a guide to the future.
Call: 01629 822666
Fax: 01629 822888
Financial Advice
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Purdy Financial Services Ltd, Tigh Mor, 75 Derby Road, Cromford, Derbyshire, DE4 3RP | Website Design Mansfield
Tel: 01629 822666, Facsimile: 01629 822888

Director - Adrian Purdy

Company Registration Number 5042624 (Registered in England and Wales)
Purdy Financial Services Ltd is an appointed representative of Peak Assured Ltd, which is authorised and regulated by the Financial Conduct Authority.
Peak Assured Ltd is entered on the FCA register ( under Reference 482276