Derek Birrell, who is originally from Barrow-in-Furness but now lives near Carlisle, joined the firm as an independent financial adviser (IFA) after spending three years at St James’s Place, where he worked with a wide range of clients, including high net worth individuals, sole traders, contractors and those in retirement. He has considerable experience in all areas of financial planning, including investments, pensions and insurance.
Prior to that, he spent 28 years with HSBC and its predecessor, Midland Bank, first working in retail banking and then moving into financial planning. During this time, Derek was able to build close links with the local community and won numerous awards for his work.
Derek lives with his partner just outside Carlisle and enjoys most sports, cooking and socialising.