Charles Derby Ecosse WM

Independent Financial Adviser 40 Redwood Crescent, Highland, Inverness, IV2 6HB
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Pensions, Investments and Protection - Simple solutions to complex problems, professionally delivered.
We can advise you on
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Equity release
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
Meet our advisers
Donald Murray
IFA
Where to find us

40 Redwood Crescent, Highland, Inverness, IV2 6HB

Contact us
About us

We are part of the Charles Derby Group of companies, one of the UK's largest financial advice businesses, with around 400 advisers nationwide.

At Charles Derby Ecosse Wealth Management we provide truly independent financial advice for personal and business clients of any size across the whole of Scotland.

We specialise in all aspects of pension planning, including final salary transfer advice, flexible draw-down, pensions on divorce, pension consolidation and personal pension provision.

We provide advice to clients in relation to savings and investments, making extensive use of investment platforms as a means of managing wealth in a more effective way.

We also provide advice for those interested in Equity Release and Retirement Mortgages, helping people release some of the value in their property for a variety of purposes.

Our service is based on a holistic approach to financial planning, with a full fact-find and risk assessment carried out at outset to ensure recommendations are tailored to your specific requirements.

Our services

With an average of over 25 years experience in financial services we have the knowledge and expertise to advise you, whatever your requirements are.

We meet clients at their own home or place of business, and we offer a free initial pension, financial and investment health check . We take the time to ensure you are fully informed and our objective is to become your trusted adviser of choice.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

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

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

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