Darron Whitehead

Head of Office and Independent Financial Adviser - Fairstone Liversedge at Fairstone Group Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Liversedge, England, United Kingdom, UK

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John Beevers

Quite a few years ago now I was introduced to Darron with a view to looking at my under performing pension. Since that day I have never looked back. Darron manages my pension now and has worked hard to make it perform much better. I have been highly delighted with the professional way in which Darron works and I have every confidence in his ability to look after my financial interrsts.

Lisa Causer

Darron has been fantastic with me, sorting out my pensions and giving me peace of mind. When I have needed advice, he has been extremely reassuring and knowledgeable. I have complete faith in Darron's recommendations and trust him implicitly with my finances. I have no hesitation in recommending Darron.

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Credentials

  • Top Rated Adviser 2021
    VouchedFor
    Jan, 2021
    - Sep, 2024
  • Top Rated Adviser 2020
    VouchedFor
    Feb, 2020
    - Sep, 2024
  • Certificate of Excellence
    VouchedFor
    Jul, 2019
    - Sep, 2024
  • Award in Pension Tranfers
    The London Institute of Banking & Finance
    Dec, 2018
    - Sep, 2024
  • Certificate of Professional Standing
    Chartered Insurance Institute
    May, 2020
    - Sep, 2024

Experience

  • Fairstone Group Ltd
    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Head of Office and Independent Financial Adviser - Fairstone Liversedge
      • Jul 2021 - Present

      Fairstone is a full-service wealth management house delivering integration-led growth to emerge as the whole of market sector leader. We incorporate one of the UK’s largest Chartered financial planning firms and our team of wealth advisers have expertise across the full spectrum of independent financial advice, investment management and estate planning services. As a business we are deeply committed to quality and as a result our core managed portfolio solutions have been Defaqto 5-star rated since inception. We offer our clients whole of market advice with unrestricted choice while delivering intelligent wealth solutions that come with no lower wealth limits or exit penalties. Typically, we deliver our services at a 60% lower cost than the ‘market leader’ through our transparent and flexible fee structure. Fundamentally, our clients are at the centre of everything we do and thanks to them we remain the number one rated wealth management house on Trustpilot. To support our on-going acquisitive growth, we operate two unique acquisition models, the Downstream Buy Out (DBO) and the Individual Buy Out (IBO). Both propositions support the growth of forward-thinking IFA and wealth management practices. We shield business owners against a host of negative sector pressures, allowing them to optimise the sale value of their business whilst providing long-term stability and for them, their staff and their clients. To find out more about our client offering visit fairstone.co.uk To find out more about our acquisition models visit fairstonegroup.co.uk Show less

  • Utopia Financial Planning
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Business Principal and Independent Financial Planner
      • Aug 2007 - Jul 2021

      Specialists in Investment and Retirement Planning. Helping business owners and individuals to understand their finances, control their taxes, plan for retirement and protect their wealth. As a family business we care passionately about our clients. We have a team of highly qualified Financial Planners to ensure we provide you with peace of mind that your financial future is more secure as a result of working with us. We help small business owners and individuals control their taxes, plan for retirement and protect their wealth. As well as our recommendations here, you can view our independent reviews on vouchedfor.co.uk using this link https://www.vouchedfor.co.uk/financial-advisor-ifa/mirfield/5074-darron-whitehead Show less

  • JMG FINANCIAL SERVICES LIMITED
    • Insurance
    • Senior IFA Consultant
      • Feb 2004 - Aug 2007

      I gave Independent Financial Advice to commercial and private clients of a regional Insurance Brokerage. I gave Independent Financial Advice to commercial and private clients of a regional Insurance Brokerage.

  • RBR Insurance Group, LLC
    • United States
    • Insurance
    • 1 - 100 Employee
    • IFA Manager and Senior Consultant
      • Sep 1995 - Dec 2003

      I managed a small team of IFAs and support for corporate insurance clients with independent financial advice. I managed a small team of IFAs and support for corporate insurance clients with independent financial advice.

  • Yorkshire Bank
    • United Kingdom
    • Banking
    • 300 - 400 Employee
    • Senior Account Executive (IFA)
      • Sep 1991 - Aug 1995

      Provided Independent Financial Advice to Bank customers in the Yorkshire area. Provided Independent Financial Advice to Bank customers in the Yorkshire area.

  • Prudential Assurance Company Singapore
    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 1988 - Aug 1991

      Insurance and investment advice to Prudential clients. Insurance and investment advice to Prudential clients.

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