Your trusted partner for financial success
At Purdy Financial Services, we are a family-run business based in the picturesque Derwent Valley in Cromford, Derbyshire. With over twenty years of experience in the financial sector, we pride ourselves on providing the most important factor in any financial dealings - trust. Our team of experts understands the importance of building strong relationships with our clients, and we achieve this by offering a 'face-to-face' personal service that is tailored to meet the individual needs of each client.
Our Services
As an independent financial adviser company, we have access to the widest range of financial products in the market place. We offer a bespoke financial planning practice for both personal and corporate clients, covering a broad spectrum of services including:
- Personal Retirement Planning
- Group Pensions / Stakeholder
- Inheritance Tax Planning
- Business Protection
- Investments/Savings
- Mortgage Protection
- Life Assurance
- Critical Illness Cover
- Income Protection
- Taxation Planning
In addition, we also offer insurance services in association with Peak Insurance Services Ltd, covering home, motor, multiple properties, unoccupied, travel, and business insurance.
Our Approach
At Purdy Financial Services, we believe in taking a holistic approach to financial planning. We understand that every client has unique financial goals and objectives, and we work closely with each client to understand their requirements and provide tailored solutions that meet their needs. Our team of experts will guide you through the complex world of financial planning, ensuring that you make informed decisions that are in your best interests.
Why Choose Us
With over twenty years of experience in the financial sector, we have built a reputation for providing high-quality, independent financial advice that is tailored to meet the individual needs of each client. Our team of experts is committed to providing exceptional customer service, and we pride ourselves on building long-term relationships with our clients.
Be the first to review Purdy Financial Services.
Write a Review
