Charles Derby Wealth Management Ltd.

Independent Financial Adviser 40 Barnfield, Ponthir, Newport, Torfaen, NP18 1TN
FCA verified
13th August 2018
Charles Derby is a UK advisory business devoted to helping individuals with their financial planning.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Bukta Miah DipPFS CII (MP)
Independent Financial Adviser
Where to find us
About us

Our Senior Management Team has an average of over 25 years’ experience in the industry. So, in addition to the skills and competency of our Advisers, you can rest assured that our company has the depth of experience and knowledge to provide our services for the long term. We pride ourselves on providing ongoing service and always aim to maintain long term relationships with our clients. This commitment provides the security and continuity needed to help our clients set and review plans with confidence.

Our services

All our services are fully regulated and we always aim to meet or improve on the highest professional standards. You will always benefit from expertise as our advisers are all qualified and kept up to date through a comprehensive training and competence scheme. This ensures that technical developments and changes in the marketplace, as well as servicing issues and technology improvements are communicated to our advisers so they can provide the best possible service to all our clients. Charles Derby is also large enough to provide scale benefits.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

In addition to our client promise, we are committed to high ethical standards and maintain an ethos for our business which places fair treatment for all our advisers and staff at its core. We aim to provide the best possible working environment and conditions. Charles Derby also seeks to align excellent client service with the remuneration and rewards provided to Advisers. This is demonstrated by the fact that all Advisers participate in a share ownership scheme which places the long term interests of each individual Adviser with those of the business.

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Advice is an investment in your financial future. Speak to us today to learn how advice could make you money.