Regulated directly by the Financial Services Authority, the company is an integral part of the Derek Young & Co, Accountancy practice, which has been helping clients since 1963. This offers unparalleled access to expertise & Knowledge within the firm not only on financial products, but also the potential impact of these on both individuals and businesses.

Based in Redditch, but with consultants in Bromsgrove, Droitwich, Worcester & Sutton Coldfield, the company currently manages some £12 million of client savings.

Use of the technology is paramount within the firm, giving access to numerous research tools and information, as well as a comprehensive client database and on line "real time" valuations of investments. Combine this with the people in our organisation, each with an average of just over 14 years experience, and we think it offers the perfect combination!