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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
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
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 0.06 mi
Independent Pension Advice & Retirement Planning. Providing a personal service to our clients is fundamental.
 
Independent Financial Adviser 0.08 mi
Independent Financial Planners working with people at every stage of retirement, as well as those divorcing or separating.
 
Independent Financial Adviser 0.15 mi
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells.
 
Independent Financial Adviser 0.17 mi
Your money is precious, so let us help you make the most of it.