Marc Derbyshire Dip PFS

I have always aimed to give my honest opinion to clients, guiding your decision making to achieve your ultimate objectives. This is achieved by being an experienced holistic adviser with a professional and trustworthy approach.

EXPERTISE

I advise on a range of complex financial matters, with particular expertise in inheritance tax planning, pensions, and investment strategy. I also support business owners with areas such as succession planning, key person protection, and structuring and preserving wealth both personally and within their businesses.

I am known for my discreet and thoughtful approach, focusing on building lasting relationships with my clients. I take the time to fully understand their circumstances, priorities and long-term ambitions, providing clear, well-considered advice and ensuring even the most complex areas are communicated with clarity and confidence.

My approach is both strategic and holistic, aligning all aspects of a client’s financial position to create robust, adaptable plans designed to protect and grow wealth across generations.

HOBBIES AND INTERESTS

Outside of work, I enjoy spending time in the Shropshire countryside, walking and cycling. I am also a commercially licensed hot air balloon pilot – a longstanding passion that reflects my appreciation for perspective and precision. I live locally with my wife, two children and two dogs.

CAREER HISTORY

Independent Financial Adviser
(May 2018 – present) Croft & Oakes

Private Banking & Advice Manager
2012 – 2018 – Lloyds Private Bank

• Specialised in Inheritance Tax Planning and Pension Transfers
• Advice to high-net worth clients from Halifax and Lloyds Private Banking
• Advised on corporate investments, pensions planning and succession planning

Senior Personal Finance Adviser
(2006 – 2012) Halifax Bank

Co-Operative Bank
(1999 – 2006) Financial Advisor

2nd Battalion Light Infantry
(1996 – 1999) British Army