Charles Derby Financial Services Ltd

Financial Adviser (Restricted Whole of Market) 4 Church Close, Maltby, Rotherham, S66 8JX
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
I offer a free no obligation initial meeting to establish what my clients need and exactly how I can help.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Michael Stacey
Financial Planning Consultant
Where to find us

4 Church Close, Maltby, Rotherham, S66 8JX

Make an enquiry
About us

I am an experienced Financial Planning Consultant acting on behalf of Charles Derby which is one of the UK's largest advisory businesses devoted to helping individuals with their financial planning. I am also a Final Salary Pension Transfer Specialist and have helped many of my clients to navigate this very complex area. I also subscribe to the pension transfer gold service giving my clients an extra level of assurance.

My career has encompassed many aspects of Financial Services including being a Bank Manager, a consultant for the Financial Conduct Authority (checking the quality and suitability of advice given by firms conducting pension transfers and investments) and a Financial Adviser.

I believe an advisers job is to protect and improve by understanding client needs and providing products and services best suited to meet those needs. My friendly approach ensures clients understand all of their options and any associated costs before committing to anything.

Many of my clients have become personal friends over the years because I genuinely care about looking after them and their families not just today but in the longer term as well.

Our services

I provide advice in the following areas;
Final Salary pension transfers, personal pensions, investments and equity release mortgages.

Charles Derby Advisers 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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

Trusts are not regulated by the Financial Conduct Authority.

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

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.

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

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