Derbyshire Booth celebrates ten years

By Leyland Leader

21 Jun 2013

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.”

Enjoyed this? Read more from Leyland Leader

Latest news

1

Investment drives growth plan at CoolKit Coolkit Vans

Investment drives growth plan at CoolKit

11 Jul 2025

2

Story Homes submits plans for 140 new homes in Longton Story Homes plans

Story Homes submits plans for 140 new homes in Longton

11 Jul 2025

3

University of Lancashire climbs 14 places in student positivity survey Happy students at ULAN

University of Lancashire climbs 14 places in student positivity survey

10 Jul 2025

4

Forbes Solicitors achieves strong growth and promotes 15 Forbes Solicitors promotions

Forbes Solicitors achieves strong growth and promotes 15

10 Jul 2025

5

Communications company raises investment will fuel global expansion Laurence Tan (Investment Associate, Praetura Ventures); Charlie Morris (Director, Corporate Finance (Mergers & Acquisitions); Ian Rose (Chairman, Audiebant); Josh Dean (CEO, Audiebant); Peter Carway (Investment Director, Praetura Ventures)

Communications company raises investment will fuel global expansion

10 Jul 2025

Background image for hub sign up block

LBV Hub

Leverage Lancashire Business View platforms

Post your news
Post your events
Post your offers
Build your network
Improve your SEO
Gain coverage in the magazine
Sign-up
Events
LBV123 July/August Launch Event
Lancashire Business View magazine launch
Networking
16 Jul 2025

LBV123 July/August Launch Event

Burnley College University Courses Building, Burnley, BB12 0AN

08:30 - 10:30

Lancashire Built Environment Conference 2025
BEC 315 X 315 Px
Networking
25 Sep 2025

Lancashire Built Environment Conference 2025

Blackpool Football Club, Blackpool, FY1 6HX

08:30 - 13:00

CMI Level 5 Project Management Course
UCLanAerialCampus.jpg.jpg
LBV Hub Seminars
21 Feb 2025 - 21 Feb 2026

CMI Level 5 Project Management Course

Preston Campus, Preston, PR1 2HE

08:00 - 17:00

CMI Level 5 Management and Leadership Course
UCLanAerialCampus.jpg.jpg
LBV Hub Seminars
21 Feb 2025 - 21 Feb 2026

CMI Level 5 Management and Leadership Course

Preston Campus, Preston , PR1 2HE

09:00 - 17:00

Shaping Preston's future by remembering its past
1750160034867.png.png
LBV Hub Networking
16 Jul 2025 - 16 Jul 2025

Shaping Preston's future by remembering its past

Society1, Coworking Space, Preston, PR1 3LT

18:00 - 20:30

Chamber Summer BBQ
LBV Hub Social
17 Jul 2025 - 17 Jul 2025

Chamber Summer BBQ

The Borough, Dalton Square, Lancaster, LA1 1PP

17:30 - 20:00

Preston Tech Connection: Web3 is Dead. Or is It?
July Longer Banner.jpg.jpg
LBV Hub Networking
29 Jul 2025 - 29 Jul 2025

Preston Tech Connection: Web3 is Dead. Or is It?

Society1, Coworking Space, Preston, PR1 3LT

18:00 - 19:30

Preston Freelancer Meet-Up: July
Longer July Banner.jpg.jpg
LBV Hub Networking
31 Jul 2025 - 31 Jul 2025

Preston Freelancer Meet-Up: July

Society1, Coworking Space, Preston, PR1 3LT

10:00 - 11:30

Cumbria Business Expo 2025
https---cdn.evbuc.com-images-880461633-4862066883-1-original.20241022-110415.jpeg.jpg
LBV Hub Exhibitions
19 Sep 2025 - 19 Sep 2025

Cumbria Business Expo 2025

Carlisle Racecourse, Carlisle, CA2 4TS

09:00 - 15:00

North West Business Expo 2025
https---cdn.evbuc.com-images-880456273-4862066883-1-original.20241022-105445.jpeg.jpg
LBV Hub Exhibitions
24 Oct 2025 - 24 Oct 2025

North West Business Expo 2025

Bolton Stadium Hotel, Bolton, BL6 6SF

09:00 - 15:00

Lancashire Business Day 2025
241122lbvlancashiredaylhp0647web
Networking
27 Nov 2025

Lancashire Business Day 2025

Burnley FC , Burnley, BB10 4BX

12:00 - 17:00

Advertise with us

Reaching 50,000 members, our print, digital and event platforms offer a fantastic way to raise your business profile and help you grow.

Find out more LBV122 Online Graphic
Subscribe now

Weekly news bulletin