Charles Derby Financial Services

Restricted - Whole of Market  67 Dale Street, Lancashire, OL16 3NJ
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FCA authorised
Last authorised 25th October 2021
Professional Friendly Financial Advice Holistic financial planning Establishing and reviewing Trusts Complete personal risk management planning
We can advise you on
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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
Meet our advisers
MR Robert Bentley
About us

Financial Planning Consultant
A highly enthusiastic and committed Financial Planning Consultant with over 20 years experience in Financial Services. Self-motivated, honest, trust worthy, and very reliable with a proven ability who is confident at communicating and consulting in all levels of Financial Planning. Used to writing and delivering training, coaching, and learning programmes to experienced and trainee individuals within the Financial and Banking Services Industry. Located in Rochdale.

Our services

Professional advice in planning for Retirement, Flexi Access Income drawdown, Pension transfers.

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

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

67 Dale Street, Milnrow, Lancashire, OL16 3NJ

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