Charles Derby
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Business
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Life insurance
- Payment protection insurance
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Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
11 Stobhill Villas, Morpeth, NE61 2SH
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.
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.
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