Charles Derby Financial Services

Financial Adviser (Restricted Whole of Market) 123 Dorchester Road, Swinton, Greater Manchester, Manchester, M27 5NU
FCA verified
13th August 2018
I offer a free initial consultation to all new clients, so please contact me now for more information.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • 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
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • EEA
Meet our advisers
adviser-person
Kulsum Begum
Financial Planning Consultant
Where to find us
About us

Charles Derby is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face to face service and have a large team of Advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice. All our services are fully regulated and we always aim to meet or improve on the highest professional standards. You will always benefit from expertise as our advisers are all qualified and kept up to date through a comprehensive training and competence scheme. This ensures that technical developments and changes in the marketplace, as well as servicing issues and technology improvements are communicated to our advisers so they can provide the best possible service to all our clients. Charles Derby is also large enough to provide scale benefits. Our Initial consultation is free because this is to identify your personal needs and objectives, establish what benefits would result from using our services, outline our associated costs and give you the opportunity to appoint us. We are honest, always treat our customers fairly.

Our services

I provide a personal and confidential service to both existing and potential new clients throughout the Greater Manchester. With over several years of experience in the Financial Services industry, I am confident in my ability to provide the right advice in a professional manner. I am a fully-qualified Financial Adviser with the requisite licences for providing advice in all types of pension and investments. I understand that all clients are different and I am as comfortable helping new clients understand the basics of personal financial management as I am assisting experienced clients gain maximum value from their existing portfolios.

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

Charles Derby Advisers all share and adhere to our company standards, training and compliance requirements and our client promise. We aim to be one of the leaders in our field and welcome feedback on our services and advisers to help us improve. All our services are fully regulated and we always aim to meet or improve on the highest professional standards. You will always benefit from expertise as our advisers are all qualified and kept up to date through a comprehensive training and competence scheme. This ensures that technical developments and changes in the marketplace, as well as servicing issues and technology improvements are communicated to our advisers so they can provide the best possible service to all our clients. Charles Derby is also large enough to provide scale benefits. This means that preferential terms may be available from time to time that are not available through other advisers or direct to consumers. For example, we are, at the time of writing, the largest pension advisory business in the Intrinsic Network which is itself one of the UK’s top 10 Advisory Businesses.Our focus is on building relationships that are clear, open and consistent so that you can have complete confidence in us and in your financial decisions. So when it comes to our charges, you’ll see that we’ve kept things simple.
Our transparent structure combined with a comprehensive support programme means you can choose the level of support you require, giving you complete control over your relationship with us. We will always treat you fairly. You can expect in all our dealings with you that we will: Treat you as we ourselves would expect to be treated, Never take advantage of you, Be open and honest Quickly put right any mistake that we make.

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