Charles Derby Wealth Management Ltd

Independent Financial Adviser 95 Westbourne Road, Hartlepool, Cleveland, TS25 5RB
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
22nd October 2018
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
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Long term care
Meet our advisers
Mark O'Keefe CCIBS, PFA, DipIP, CeMAP, CeLTCI
IFA
Where to find us

95 Westbourne Road, Hartlepool, Cleveland, TS25 5RB

Contact us
About us

Charles Derby Group 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.
The Intrinsic Network of which we are an Appointed Representative is itself one of the UK’s top 10 Advisory Businesses.

- The value of pensions and investments can fall as well as rise. You may get back less than you invested

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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