He is qualified to the Advanced Level of the Diploma and was awarded Chartered status in 2005. He is a Fellow of the Personal Finance Society and holds specialist qualifications in Investment Management, Taxation, Trusts and Pension Planning. Having completed the R08 pension update exam, he is now a designated Retirement Planning Specialist.
Derek gets satisfaction from speaking with clients and from researching fund performance.
Outside of work Derek enjoys travelling, reading and politics.