Derek Winsland Dip PFS

Derek entered Financial Services in 1993, firstly as a Tied Adviser, before moving into the Independent Sector in 1998. His first job as an Independent Financial Adviser was with a Regional Investment Adviser, based in South Manchester.

In 2001, Derek joined the Financial Services arm of a well known accountancy practise in Preston. It was here that he built up his extensive knowledge of pensions, dealing with the practice’s personal and corporate clients. Other areas of specialisation include Personal Investment and Tax Planning. In 2007, Derek became a Certified Financial Planner, and offers both new and existing clients a comprehensive Financial Planning Review, to include structured lifetime planning for both pre- and post- retirement clients.

Derek holds the diploma in Financial Planning (Dip PFS), and to achieve this level of qualification has passed advanced exams in the following subjects:-

• Taxation and Trusts
• Pension Transfers
• Pension Funding Options
• Pension Income Options
• Mortgage Advice Qualification

In 2007, Derek was awarded the ‘Best Achieving Member of the Chartered Insurance Institute’ for the exam period from October 2006 to April 2007.
In addition to being an Investment Adviser with Premier Wealth Management, Derek is also the Specialist Pension Adviser for the company. As such, he handles all requests for advice in relation to Occupational Pensions, and the establishment of personal and corporate pension schemes.

Derek’s views are regularly sought by other professional bodies, including both the accountancy and legal professions. He also contributes regularly to trade journals in his capacity as a Specialist Pensions Adviser.

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