Derek is the Managing Director of Intelligent Financial Advice and was a Director at the Derbyshire Building Society until 2005. In addition to his management role Derek continues to act on behalf of individual clients and specialises in Wealth Management and Inheritance Tax planning. He has specialist qualifications in Pension Planning (G60/AF3) and holds the Securities Institute Investment Advice Certificate.

Steve is the Operational Director of Intelligent Financial Advice and sits on the Investment Committee. He holds the Diploma Level 4 Financial Services qualification and is currently working towards the Chartered Financial Planner status. Operating primarily in the Pensions and Investments market, Steve has a key focus on wealth management strategies for growth, income and capital preservation objectives.

Robert Murray is the Investment Director of Intelligent Financial Advice Ltd with over 25 years’ experience in the Financial Services profession. With primary responsibility for portfolio management via our Active Wealth Management system, Robert continues to offer advice to individual clients in Wealth Management and Inheritance Tax Planning. He has specialist qualifications in Pensions (G60 (AF3), K10, K20), Taxation & Trust (F10 (AF1)) and Personal Investment Planning (G20 (AF4)).

Brian worked for several years in the banking industry after leaving university. He has been a Financial Adviser for over 20 years and is a specialist investment adviser and mortgage broker (including commercial finance) As Compliance Director for the firm Brian has responsibility for dealing with all regulatory interaction with the FCA and overseeing our Adviser Training and Competence scheme

Jane is a director at our Mansfield Office (formerly TLAPC Ltd), based in a quiet business park close to the centre of Mansfield. Jane is a Chartered Financial Planner with 23 years’ experience in Financial Services, which is one highest qualification levels in Financial Services. Jane is enthusiastic about Financial Planning and enjoys working with clients to bring clarity and organisation to their finances, so they are able to make sensible decisions about money and achieve their long-term goals. Jane’s experience and knowledge has been built up by working with some of the Largest Insurance Companies and latterly within large accountancy firms.

Kieth has extensive knowledge of the post-retirement market including investing for income and planning to protect assets from the potential implications of Inheritance Tax and Long Term Care fees. He has been an adviser for over twenty years and holds the Diploma Level 4 Financial Services qualification.

Jeremy is an Independent Financial Adviser of Intelligent Financial Advice. He has been working in the Insurance industry for over 20 years. Jeremy continues to act on behalf of individual clients and specialises in Wealth Management and Retirement Planning. He has a specialist qualification in Long Term Care (CF8)

Elaine has over twenty years of experience as an IFA and holds the Diploma Level 4 Financial Services qualification. Retirement planning is her primary specialist area both in terms of ‘pre-retirement’ planning (building up a fund for the future) and ‘at retirement’ advice including annuity purchase and income draw down (using the fund to produce benefits).

Haran has been an Independent Financial Adviser for Intelligent Financial Advice for coming up to ten years. Haran provides dedicated advice to Professional Sports People and a variety of clients working in the City. In addition to specialising in Mortgage advice he also offers advice in relation to, Insurance, Wealth Management and Retirement Planning.

Neil has 25 years financial services experience, holds the Diploma Level 4 Financial Services qualification and is currently working towards the Chartered Financial Planner status. Operating primarily in the Pensions and Investments markets Neil has a key focus on wealth management strategies for growth, income and capital preservation objectives.