Charles Derby Private Clients

Independent Financial Adviser 16 The Head Race, Maidstone, Kent, ME15 6FN
FCA verified
13th August 2018
Charles Derby Private Clients provide financial, retirement and estate planning services where the emphasis is specifically on fee based planning.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • 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
    • Long term care
Meet our advisers
adviser-person
Keith Sanham APFS Chartered Financial Planner
Director
Where to find us
About us

Charles Derby Private Clients is a fee based wealth planning Firm. Fees are agreed on an individual basis depending on the nature and complexity of the work to be conducted.

Charles Derby Private Clients have been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute (CII). This title is the industry’s gold standard for financial planning practices. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

Our services

We provide financial, retirement and estate planning services where the emphasis is specifically on planning. We are pension transfer specialists. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavour to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. This process could potentially lead to savings in time and money and provides you with confidence as you move forward toward your retirement and beyond.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

The FCA do not regulate tax and trust planning.

Transferring out of a final salary pension is unlikely to be in the best interest of most people.

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