Derek Jury IFA
Basic Information:
Name:
Derek Jury IFA
Address:
Sunny Valley, Endmoor
Kendal
Cumbria
LA8 0ED
Kendal
Cumbria
LA8 0ED
Phone:
0844 805 2948
Fax:
015395 61995
Email:
Website:
Area(s) of Business:
Financial Services & Advice - Independent Financial Advisor
Year Established:
2000
Company:
Wholly independent advice, either fee based or commission. All Areas of financial planning undertaken. 22 years experience.
Staff:
Sole trader with technological compliance and submission systems.
Certificate in financial planning, Certificate in mortgage advice and planning. Certificte in lifetime mortgages. Member of society of Mortgage Professionals.
Certificate in financial planning, Certificate in mortgage advice and planning. Certificte in lifetime mortgages. Member of society of Mortgage Professionals.
Areas of Business (Products / Services):
Broad, large client base in Cumbria and Lancashire. Some corporate some private clients.
Fees:
Either fee based at £100 per hour or commission based or combination.
Memberships / Accreditations:
Directly regulated sole trader. Cert PFS Cert CII(MP) Cert (ER)
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