Charles Derby Wealth Management Ltd.

Independent Financial Adviser 15 Belmont Road, Whitstable, Kent, CT5 1QJ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
19th November 2018
I specialise in Pension, Investments and Tax Planning advice focusing on clear and simple solutions to complex situations.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Keith Mason BA(Hons) DipPFS
Independent Financial Adviser
Accreditations
Certified Financial Planner
Where to find us

15 Belmont Road, Whitstable, Kent, CT5 1QJ

Contact us
About us

''I am a Whole of Market, Independent Financial Adviser. I specialise in Pension Planning, Tax Efficient Savings and Investments and Inheritance Tax Planning. I have over 25 years experience in the profession and offer a free no obligation initial consultation''

Charles Derby Wealth Management Limited is an appointed representative of Intrinsic Wealth Limited and Intrinsic Mortgage Planning Limited, which are Authorised and Regulated by the Financial Conduct Authority.
The permitted business on Intrinsic Wealth Limited and Intrinsic Mortgage Planning Limited is advising on and arranging pensions, investments, mortgages, life assurance and general insurance.

Our services

The objective of the advice service I provide is to put in place solutions to enable you to meet your goals and ambitions, then review these solutions to ensure they remain on track. I will consult with you to establish your priorities and goals, then after research your options make specific recommendations to help fulfil your ambitions.
I work with you to make your money work hard for you in the most tax efficient way.
I believe only a truly independent adviser can achieve this rather than someone working from a restricted list of providers.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

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.
Inheritance tax planning is not regulated by the Financial Conduct Authority.

Tax treatment varies according to individual circumstances and is subject to change.

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