Derbyshire Booth celebrates ten years
Leyland independent financial adviser Derbyshire Booth Financial Management is celebrating ten years in business - and ten years of growth.
In 2003, husband and wife Greg and Sue Heath took the plunge and set up the copmpany. The couple have seen the business grow from Greg working from home, through leased Hough Lane office space to purchasing town centre premises, firstly on Golden Hill Lane and now in bespoke offices on Yewlands Drive.In 2007, Julia Murray joined as an administrator, to help shoulder the growing workload.
Greg said: “Ten years on, we are delighted with how it has worked out. In recent times, it’s been challenging but we continue to experience steady growth.“The bulk of our business specialises in pension and investment for those in or reaching retirement. This is an ever changing field, there’s great demand out there for what we do. Understandably, people are fearful where money, pensions, retirement and the future is concerned.
"It’s our job to help, re-assure, organise and manage risks on behalf of our clients. We’re not looking to expand or sell out, the personal touch is so important, we all know our clients so well, it would be letting them down.”Greg, a financial adviser since 1990, has advanced qualifications and specialist knowledge in pensions, investment planning, taxation and trusts. Sue brings extensive administrative, management, research and support experience from years with a national accountancy group.
Sue Heath said: “Greg is the eternal optimist and I’m ‘the voice of reason,’ it’s a formula that’s worked well so far. Julia and I take care of the research and administration, allowing Greg to deal with our client’s affairs.” Greg added: “The biggest challenge has been keeping up with the ever-changing financial legislation. It’s an exciting business, though. You get very much involved with people’s lives, I often know more about their finances and families than they do.”
