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  11. Charles Derby Wealth Management

Charles Derby Wealth Management

Independent Financial Adviser  19 Eythorne Road, Kent, Dover, CT15 7PB
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FCA authorised
Last authorised 3rd May 2021
I am an IFA advising on investments, tax planning pensions. I work for YOU to help YOU reach YOUR goals.
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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Stakeholder
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Wealth management
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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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MS Sandra Miller DipFA
Financial Adviser
About us

Charles Derby Wealth Management is a full Independent Financial Advisory business. We specialise in helping people improve their financial plans and as we can select products from the whole market, we can tailor solutions to all needs. With us, your plans will be kept under review so you can rest assured in the knowledge that expert assistance is always on hand.

Our services

I specialise in all types of investments, for capital growth, income and tax efficiency including advising on Inheritance Tax Mitigation. I also have expertise in pensions - getting the best from your pension investment , maximising your income whilst ensuring that it is tax efficient.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

19 Eythorne Road, Shepherdswell, Kent, Dover, CT15 7PB

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