Charles Derby Wealth Management Ltd

Independent Financial Adviser  95 Westbourne Road, Hartlepool, Cleveland, TS25 5RB
First meeting at adviser's own cost
My clients love the easy to understand advice I provide which offers straight forward solutions to their financial planning requirements.
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
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
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
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
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
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Mark O'Keefe CCIBS, PFA, DipIP, CeMAP, CeLTCI
IFA

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, understanding and application of the different types of long-term care insurance.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

About us

Charles Derby Wealth Management Ltd is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face to face service and have a large team of Advisers spread across the UK to ensure this personal service is delivered in practice. Wherever you are, we will look to provide a local Adviser.
We are part of the Quilter Financial Planning Network who are owned by Quilter. Quilter is a leading provider of advice, investments and wealth management; managing over £100 billion of investments on behalf of 900,000 customers.

- The value of pensions and investments can fall as well as rise. You may get back less than you invested
- Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.
- Trusts are not regulated by the Financial Conduct Authority.

Our services

Wealth & Money Management Awards Best Financial Consultant NE England 2018 - I offer a fully holistic approach to Financial Planning.
From growing and protecting a clients wealth/assets by recommending Investment, Savings, Retirement and Life Assurance solutions during their life-time, that are totally bespoke to them, right through to establishing Wills and Estate Planning solutions which, not only direct wealth/assets to the right people after death, but also ensures future generations can benefit from the clients hard earned wealth/assets which were built-up during their lifetime.

Where to find us
Head office address: 95 Westbourne Road, Hartlepool, Cleveland, TS25 5RB
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0.91 mi
Take a free initial meeting to see exactly how we can help you.
 
Independent Financial Adviser 2.2 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 5.61 mi
As Chartered Financial Planners we advise out clients on how best to meet their short term and long term goals. This includes Tax Planning, ISA, Investments, Pensions, Insurance Protection and Financial Planning.
 
Independent Financial Adviser 6.23 mi
We are an experienced team of Independent Financial Advisers providing financial advice to individuals and businesses across the North East and Yorkshire.