About Us

We pride ourselves on face to face professional financial advice.

We are Independent Financial Advisers, and as such can offer you unbiased advice from the marketplace as a whole. We also offer a Bankhall Zenith proposition, which offers special terms from reputable providers.

Financial Planning Objectives was founded by Derek Varty in April 2004, which became incorporated in January 2007 as Financial Planning Objectives Limited.

Derek has an extensive career in Financial Services since 1987 incorporating advising, managing and arranging Financial Services Products and has achieved the following qualifications:
* Financial Planning Certificate (FPC)
* The full Certificate in Mortgage Advice and Practice (CeMAP)
* Equity Release Qualification (ER1) and  Taxation and Trusts(JO1)

Derek is assisted by Andrew Seywright, who is working towards becoming a fully qualified Financial Adviser by working alongside Derek Varty and Derek Jamieson whilst studying towards a Diploma in Financial Planning.

Derek Jamieson also supports Derek Varty as a Paraplanner / Research Analyst ensuring that the attention to detail required to offer high quality bespoke client solutions is guaranteed.

Derek Jamieson also has had an extensive career in Financial Services working as an Adviser and in Compliance since 1984 and has achieved the following qualifications:
* Financial Planning Certificate (FPC)
* CII Mortgage Advice Qualification (MAQ)

All three are member's of the Chartered Insurance Institute (CII) and The Personal Finance Society, the worlds leading provider of professional training, qualifications and thought leadership to the insurance and financial services profession.

The Personal; Finance Society is uniquely placed as a campaigning organisation to support consumer demands for trusted advice. Both the Personal Finance Society and the CII are focussed on endearing public confidence and trust by setting standards and increasing professionalism.

Bankhall/Sesame Support Services.

Financial Planning Objectives Ltd is authorised by the Finanical Services Authority and supported by The Bankhall/Sesame Group . Bankhall Sesame are a Company who offer Financial Services Companies support on how to run their businesses in a compliant and professional manner.

Bankhall/Sesame has many years experience in the Financial Services Support Sector and have approximately 550 employees to deliver the highest quality service. They have a market share of 25%, therefore Bankhall/Sesame offer the most compelling Financial Services Support which includes Compliance Guidance, Regulatory Updates, Provider Updates, Taxation Information and Legislative updates, a Business Processing System and a Research Department which researches the Whole of the Market.

Bankhall/Sesame also offer a select range of products available on special terms negotiated by Bankhall/Sesame for Bankhall/Sesame Customers firms only.

• These support services are crucial to offering accurate Financial Advice to our clients in the fast changing Financial Services Industry and do not come without costs, but we believe these costs to be of excellent value to ensure Financial Planning Objectives Ltd are operating in 'real time', with up to the minute data.

Bankhall/Sesame filters the information available in relation to the relevance for a Financial Adviser offering advice to clients, which allows the adviser more time to concentrate on doing what is correct for the customer.

Initial consultations free of charge and without obligation.

This allows our client to understand the range of services we have to offer and for Financial Planning Objectives Limited to evaluate our clients initial financial needs and concerns.

Financial Planning Objectives is authorised and regulated by the Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk/register/) under reference 460457.

For advice on any of the above, Contact Us now.

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^©2011 Financial Planning Objectives Limited