Reviewed for

Insurance and Protection ( 2 )

Pensions ( 4 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 4 )

Reviewers' assets

£500k+ ( 1 )

£100k - £200k ( 2 )

Up to £50k ( 1 )

Client reviews

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Derek Winsland helped you?

We have been clients of Derek Winsland for over 10 years, during which time his help and advice in all aspects of our retirement planning has been invaluable and as such we would have no hesitation in recommending his services to anyone. He also advised us on care home insurance plans for my late father in law which made his last couple of years as comfortable as possible without totally depleating his remaining capital

What could they have done better?

Due to new FSA regulations, Derek had to join the staff of a larger organisation for a period of time. I look forward to the time once again when he is solely in charge of his investment advice and working totally under his own banner.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Derek Winsland helped you?

I have known Derek Winsland since he began advising my late husband with financial planning over 20 years ago. Since my husband passed away in August 2005, Derek has offered sound advice with regard to investing my money and initiating my pension when I decided to take early retirement from the teaching profession. Derek is a very knowledgeable IFA and takes time to explain the finer details of the options he suggests. He keeps ahead of changes within the financial world and imparts his advice wisely, so as to maximise the potential of my investments. Derek is very accommodating and I have every confidence in his work. He is willing to take time to explain the finer details of my portfolio if there is any aspect I do not understand. I trust his advice and have been very happy with the returns on the investments he has managed for me.

What could they have done better?

I am completely happy with the service Derek provides.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Derek Winsland helped you?

Derek is a great listener, he listens to what I have to say and assesses my needs. Over the years I have been dealing with Derek we have become good friends as well as him being my advisor, this has lead to me trusting him . We are at a similar stage in our lives, both of us being mature adults and can relate to each other not only on a financial basis but also socially as well.

What could they have done better?

We discuss all aspects of my financial commitments and I am happy with the conclusions.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in London

How has Derek Winsland helped you?

Derek, is a very honest gentleman. I have known him now for over 10 years and he has always been upfront with his advise, his views and helpful with our queries. He always finds time to respond to queries promptly and willing and able to travel when needed.

What could they have done better?

No specific comments as I am happy with services provided to date