Darcy Needham

Darcy Needham

Financial Planner

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Buckinghamshire

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About me

Darcy started her career with Mazars in July 2013 when she joined the Mazars Financial Planning training scheme. She now focuses on delivering comprehensive and holistic financial planning advice to her clients. She has a firm belief that sound financial planning stems from having a suitable financial plan. This focuses not only on what clients currently have but, more importantly, what they want to achieve in the future.

Darcy’s expertise covers investment planning, retirement planning, trust & estate planning as well as advising on personal and business protection requirements. Darcy is also experienced in more complex areas of planning such as family investment companies, AIM and EIS investments, SSASs & Qualifying Recognised Overseas Pension schemes. Darcy was a shortlisted finalist in the New Talent Awards 2019.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pension transfers

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Inheritance planning

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Insurance

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee