Independent Financial Advice for people in their 40s, 50s, 60s and beyond

Welcome to High Edge Financial Planning

We are Independent Financial Advisers in Belper, Derbyshire, advising clients throughout the county and in to Nottinghamshire and Leicestershire.

You are probably here because you have a financial problem, issue or challenge that you need solving. Our job is to identify what that is, and then recommend a financial plan that solves the problem, while helping you to meet your long-term financial objectives.

We firmly believe that everyone benefits from having a financial plan. It shouldn’t just be the wealthy who have access to high-quality financial planning.

For most of our clients their financial plan includes a desire to retire; for some that might be an immediate goal, for others something more distant. But whatever your dream, you can rely on us to help you gain control of your finances, make sensible decisions and build a plan which will allow you to live those dreams, while enjoying life today and planning for tomorrow.

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“Rob is very client focused and has provided me with sound, practical advice both prior to and post retirement in terms easily understood. His consistent high level of customer care is above and beyond what I would typically expect from an IFA. I couldn’t recommend him more highly.”

S Comer, Derby

"My wife and I contacted Rob Terry when I was approaching my retirement date to discuss whether I could be eligible for an enhanced annuity following a heart attack a year ago.

Rob visited us at home for an initial discussion to help us and him understand our overall financial position and to ensure we had “considered all the angles”. We discussed different options for our planned retirement – some of which we had not previously considered. I think the most important thing for us was Rob’s approach in assessing our attitude towards risk and actually listening to what we wanted – there was never any pressure and Rob was nonetheless always available to answer any queries while we were making our decision.

Throughout it all Rob was not only professional but also human in our dealings and we have no hesitation in recommending him as an Independent Financial Adviser. Many thanks Rob."

Geoff and Alison, Derbyshire

"Rob has provided high-quality advice to a number of my clients and my family. His holistic approach is a refreshing change from the normal IFA. I couldn't recommend him more highly."

Michelle Woolley, Allestree, Derby

"Rob offers a jargon-free expert service making the complexities of financial planning accessible. He listened to what I needed and offered advice which was completely tailored to my needs. A pleasure to work with and was always at the end of an email or phone to answer all my questions - even the really silly ones...and often twice! I would highly recommend Rob to anyone looking for a personable, holistic and bespoke financial planning service - I will certainly be a returning client".

Dr Nick Hammond Norwich

"I have been a client of High Edge Financial planning for over six years and have found the services provided to be of top quality. Mr Terry has proven to be an excellent financial advisor with an excellent knowledge of investments, pensions etc. He is also very good at explaining pension plans etc. to the man in the street i.e. me. One last point I would like to say is that I have dealt with a fair share of advisors over the years, some pleasant, some not so much, but I would place Robert Terry very much in the first category. I would have no hesitation in recommending High Edge Financial Planning."

G Gillespie, Hugglescote

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Learn more about how financial planning can benefit you

Robert Terry t/a High Edge Financial Planning is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Robert Terry is entered on the Financial Services register (www.fca.org.uk/register) under reference number 504561.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

No investment decision should be taken based on the content of this site. Always take full individual advice first. The regulations governing tax rates and investments may change in the future. The content of the website may not reflect the latest changes.

This web site is intended for use by UK residents only. High Edge Financial Planning is not responsible for the content of external links.

Consumers can find more information here: www.moneyadviceservice.org.uk

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