Charles Derby Financial Services

Restricted - Whole of Market  2 Lon-Y-Brynnau, Landore, Swansea, SA1 2HY
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FCA authorised
Last authorised 21st September 2020
Our main objective is centred around adding value to your financial situation and unique circumstances.
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 & retirement planning
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Pensions review
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Pensions transfer
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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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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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
Chris Eames
Financial Planning Consultant
About us

At Charles Derby Financial Services we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.

We are part of the Quilter Financial Planning Network who are owned by Quilter. Quilter is a leading provider of advice, investments and wealth management; managing over £100 billion of investments on behalf of 900,000 customers.

Our services

• Mortgages for First Time Buyers, Self Employed, Limited Companies
• Re-mortgaging
• Debt consolidation (Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.)

• Savings, Investments that match your risk profile and requirements (Children, University)
• ISAs, Bonds, Unit Trusts, OEIC's

• Retirement Planning
• Pension Switching & Consolidation
• Pension Drawdown
• Annuities

• Personal Protection and insurance (Life, Critical Illness, Income Protection)
• Business Protection (Relevant Life Cover, Key Man, Shareholder)

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

2 Lon-Y-Brynnau, Cwmdare, Mid Glamorgan, Aberdare, CF44 8PU

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