Derek Clements is able to provide advice on:
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- Mortgages/re-mortgages
- Savings & investments
- Pensions & retirement planning
- Life insurance
- Key person insurance
- Personal financial protection
- Estate planning
- Wealth creation planning
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The critical aspect to the success of a financial plan is to acquire an in-depth understanding of your financial circumstances, income, investments, assets and liabilities.
He analyses your short and long-term goals in terms of lifestyle, family considerations, working life and retirement plans.