Charles Derby Private Clients

Independent Financial Adviser  16 The Head Race, Maidstone, Kent, ME15 6FN
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FCA authorised
Last authorised 19th October 2020
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
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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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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Long term care
Meet our advisers
Keith Sanham APFS Chartered Financial Planner
Director
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.

Keith Sanham has been awarded the prestigious title of Chartered Financial Planner by the Chartered Insurance Institute (CII). This title is the industry’s gold standard for financial planning individuals. 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 are Final Salary (Defined Benefit) pension transfer specialists. We provide financial, retirement and estate planning services where the emphasis is specifically on planning. 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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Charles Derby Private Clients is a trading style of Charles Derby Wealth Management Limited, an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which are authorised and 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 investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Trusts, Auto Enrolment and Estate Planning are not regulated by the Financial Conduct Authority.

16 The Head Race, Maidstone, Kent, ME15 6FN

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