Charles Derby Wealth Management

Independent Financial Adviser 19 Eythorne Road, Shepherdswell, Kent, Dover, CT15 7PB
FCA verified
15th October 2018
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
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Sandra Miller DipFA
Financial Adviser
Where to find us

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

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.

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

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