Charles Derby Wealth Management Ltd.

Independent Financial Adviser Office 6, The Business Terrace, Maidstone House, King Street, Kent, Maidstone, ME15 6AW
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Offering; Friendly, Independent Whole of Market advice (unrestricted) from a Female perspective - specialising within Pensions and Investments.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • 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
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Sarah-Jayne Ives DipPFS CeMAP
Independent Financial Adviser
Where to find us
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 Transfer 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.

The FCA do not regulate buy to let mortgages.

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.

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

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