Charles Derby Financial Services

Restricted - Whole of Market  123 Dorchester Road, Greater Manchester, Manchester, M27 5NU
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FCA authorised
Last authorised 29th March 2021
I offer a free initial consultation to all new clients, so please contact me now for more information.
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 & divorce
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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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Ethical investments
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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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Socially responsible 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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Taxation planning
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EEA
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Corporate pension
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Employee benefits
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Group ISA
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
MRS Kulsum Begum
Financial Planning Consultant
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.

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

123 Dorchester Road, Swinton, Greater Manchester, Manchester, M27 5NU

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