Charles Derby

Restricted - Whole of Market  11 Stobhill Villas, Morpeth, NE61 2SH
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FCA authorised
Last authorised 16th November 2020
I will help you attain your and your family’s aspirations & dreams through professional financial advice and a personalised approach.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Christopher Harris
Financial Planning Consultant
About us

A warm welcome to my profile page. Please get in contact for a professional, personalised service. I am based in the North East of England. Whether it is to plan for retirement, saving for your children’s futures or protecting what you have already got, I can help you attain your aspirations and dreams through professional financial advice offering a customer centered, personalised approach. I can offer advice on the following-

Holistic financial planning-
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments-
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions-
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance-
Home contents insurance
Buildings insurance

Life cover-
Whole of life and Term Assurance protection

Medical-
Private medical arrangements
Critical illness insurance

Income-
Permanent Health Insurance, aka Income Protection

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Our services

I am part of Charles Derby who have vast experience in the financial services sector. My approach is simple, to help you plan your finances to achieve your goals in life. Whether it is planning for retirement, saving for your children's future or protecting what you work hard for I can help. As an ex-secondary science teacher I am trained to explain complex ideas in a simple to understand way so you can be sure that any advice you receive will enable you to make good informed decisions.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

11 Stobhill Villas, Morpeth, NE61 2SH

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