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ABOUT
US
Wiseman Financial Planning Ltd is an Appointed Representative
of Financial Ltd, a network of over 170 Independent Financial
Advisers situated throughout the UK.
We are able to call on expert analysis services in any
financial field and have the training and support to ensure
we provide you with a truly first class service.
As a practice we offer cumulative experience of over 85
years in financial services, and provide a comprehensive
range of financial advice.
 Yvonne
Eardley, Managing Director, was previously a bank
manager with TSB, before entering regulated financial
services with Lloyds TSB.
She was subsequently a financial adviser for Barclays
Bank, before becoming an Independent Financial Adviser.
"I deal mostly with mortgages and related insurances,
although I also advise on other matters, including investments
and pensions."
 Jim
Wilkinson was a bank manager with Barclays Bank, before
becoming an Independent Financial Adviser with Hargreaves
Lansdowne.
"The vast majority of my business is giving investment
advice and I tend to meet my clients at least once per
year to review their investments."
Jim also provides investment advice for ex-pats living
abroad.
 Derek
Eardley was a manager with Barclays Financial Management,
before becoming an Independent Financial Adviser.
He generally provides pension advice to both personal
and corporate clients, and he is the consultant to a number
of Group Pension Plans for both large and small companies.
Derek is also an Associate of the Society of Will Writers
and Estate Planning Practitioners, and can offer in depth
advice on all will and estate planning related matters.
Yvonne, Jim and Derek combine wide experience of banking
matters with the friendly personal touch that makes you
the client feel safe and secure in the knowledge that
the advice you receive is of the very highest quality.
As Derek puts it,
"What's different about us? I think it's that we
genuinely care for our clients, and a great deal of our
new clients have come through recommendations from people
we have helped in the past. This care translates into
careful, considerate analysis of the client's needs and
friendly, uncomplicated advice to meet those needs."
With clients situated literally everywhere in the UK,
advice can often be given following a telephone consultation,
with applications completed via the web or by post.
Based in the East Midlands, there is normally no charge
for an initial meeting, which can be held at your home
at a time to suit you.
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