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  11. Charles Derby Wealth Management Ltd.

Charles Derby Wealth Management Ltd.

Independent Financial Adviser  Office 20, The Business Terrace, Kent, Maidstone, ME15 6AW
First meeting at adviser's own cost
Offering; Friendly, Independent Whole of Market advice (unrestricted) from a Female perspective - specialising within Pensions and Investments.
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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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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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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Payment protection 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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Group life insurance
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
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FCA authorised
Last authorised 17th May 2021
Meet our advisers
MISS Sarah-Jayne Ives DipPFS CeMAP
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Since qualifying as an adviser in 1997; Now working within the Charles Derby Group, which is proving to be one of the fastest growing financial advisory companies within the UK.
Specialising within;
Investment planning - growth/ income.
Pensions - personal pensions - including SIPPs, Pension Switching advice, Drawdown schemes/ advice, Annuity options.

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.

Auto Enrolment specialist - Advice for Small Businesses arranging their own inhouse schemes.
IHT/ Estate Planning - Traditional Trust planning plus offering unique products that qualify for Business Property Relief and being outside of your estate after 2 years.



The FCA do not regulate auto enrolment and succession planning.

Our services

Managing your finances effectively can be a confusing business. The financial world is complex, and making decisions for your future can seem a daunting process.
I take pride in offering a personal service that takes into account your own individual circumstances. Your financial situation is unique. I work hard to understand your goals and aspirations and make financial recommendations based on a comprehensive and detailed analysis of your needs. I believe that this only can be fulfilled if like me, you are a true independent adviser and do not work from a panel of providers.

Where to find us
Head office address: Office 20, The Business Terrace, Maidstone House, King Street, Kent, Maidstone, ME15 6AW
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
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FCA authorised
Last authorised 17th May 2021

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