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
FCA verified
25th March 2019
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

Office 6, The Business Terrace, Maidstone House, King Street, Kent, Maidstone, ME15 6AW

Make an enquiry
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
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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Your money is precious, so let us help you make the most of it.