Financial advice sector gets a new start

Two leading financial planners have joined forces to launch a new independent financial planning company in Chesterfield.

Start Financial Planning, which is based on Beresford Way, is the brainchild of Michael Heath and Steve Taylor. Both were individually established professionals on Chesterfield’s financial scene before combining their talents under the banner of Start.

Steve Taylor, director of Start Financial Planning, explained: “Michael and I have worked together for a number of years and share the same belief that financial planning should be a journey with no hidden costs and open and honest independent advice.

“On this basis, the decision to formalise our partnership in our new venture seemed like the obvious next step. We want people to begin their financial planning journey with us – hence the company name.”

The business boasts a team of four and is already on the look out for another financial planner and an apprentice too.

Working closely with firms within Chesterfield’s professional services sector, Start is aiming to bring a new approach to the world of financial planning.

Steve added: “We’re bringing a fresh, joined-up approach to financial planning. We passionately believe that it shouldn’t be done in isolation of other professional services, such as legal and accountancy services; rather everyone should work together in the interests of the client. This delivers a better, uncomplicated experience for the client.”

As well as pensions and exit strategies, Start Financial Planning also specialises in tax planning, estate planning, investments, business and personal protection.