This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. North East
  6. breadcrumbs-arrow
  7. Tyne And Wear
  8. breadcrumbs-arrow
  9. Sunderland
  10. breadcrumbs-arrow
  11. Charles Derby

Charles Derby

Financial Adviser (Restricted Whole of Market) 131 Killingworth Drive, Tyne and Wear, Sunderland, SR4 8QX
FCA verified
10th December 2018
Free initial appointment in the comfort of your own home, no sales pressure, people chose me because they trust me.
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Unit trusts
    • Long term care
    • Equity release
    • Home reversion
    • Lump sum
    • National savings
    • Regular savings
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Peter Sowerby
Financial Planning Consultant
Where to find us

131 Killingworth Drive, Tyne and Wear, Sunderland, SR4 8QX

About us

Charles Derby is a leading national firm with many advisers across the UK, I work locally in the North East.

Our services

I have extensive experience in dealing with mature clients and have a particular focus on Equity Release and also Long Term Care advice.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Compliance

Charles Derby is a trading style of Charles Derby Financial Services Ltd which is an appointed representative of Intrinsic Mortgage Planning and Intrinsic Financial Planning Ltd who are authorised and regulated by the Financial Conduct Authority, Registered in England No 5693185, Registered office Charles Derby, 6 Tollgate Business Park, Tollgate West, Stanway, Colchester, Essex CO3 8AB

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

Fairstone Financial Management Ltd
Independent Financial Adviser 1.95 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
 
See profile
The Pension Planner
Independent Financial Adviser 2.16 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner.
 
See profile
Grainger Financial Planning
Independent Financial Adviser 2.36 mi
Our aim is to give you quality advice and a first class service in an easy to understand way.
 
See profile
Advanced IFA Limited
Independent Financial Adviser 3.14 mi
Friendly professional advisers providing Independent Financial Advice and a First Class Service in an easy to understand way.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.