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HX - Halifax

BENTLEY BREAR LTD.

Derrick Hales
Financial Planning

Paramount IFA

CPS Financial
Solutions Limited

Derrick Hales Financial Planning – The Business Adviser
Independent Financial Advisers

Address: 'Oak Leigh', 20 Keighley Road, Halifax, W. Yorks, HX2 8AL
Telephone: (01422) 354490
Fax: (01422) 350582
Mobile: 07976 233710
E-mail: derrickhales@btconnect.com
Visit our Web Site: www.derrickhales.co.uk
Main Contact: Derrick Hales Cert PFS

Main Services

We offer advice on a wide range of topics, most of which are shown in the table below. However, this does not cover all areas on which we can give advice.

Personal	Corporate and Business Plans
Lump Sum Investments Regular Savings Plans Retirement Planning Income Protection Critical Illness Life Cover Taxation Inheritance Tax Planning Private Medical Insurance	Executive Pensions Stakeholder Pensions Group Personal Pensions Group Income Protection Group Life Cover Group Critical Illness Keyman Protection Partnership Protection Employee Benefits

General information

I am a self-employed independent financial adviser and have been in the financial services industry for over 35 years. I look for interesting and innovative ideas.

Our main area of expertise is capital investment. The most important thing about investing and achieving a good return is asset allocation. We have tools to enable us to work out the right assets at your level of risk, and over your term of investment, in order to produce the best returns we can.

We have access to some of the best computer software packages for working out your financial needs and providing a full financial report, as well as for researching almost all the financial products on the market.

For a full review of your current finances please contact me at the above to arrange a mutually convenient appointment

Derrick Hales Financial Planning is authorised and regulated by the Financial Services Authority (FSA). Not all products / services are regulated by the FSA.

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