Charles Derby Wealth Management Ltd

Independent Financial Adviser 142 Chatterton Road, Ramsbottom, Lancashire, Bury, BL0 0PQ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Helping people look after their families and finances since 1990
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Andrew Fee
What our clients say
After receiving muddled and conflicting opinions masquerading as pensions advice from a couple of FAs, I had the good fortune to sit down with Andy Fee from Charles Derby. After a detailed fact find he took time to research the market properly and presented me with focused, sound advice. I would recommend him unreservedly.
Mike Jones, Holcombe, Ramsbottom
Where to find us

142 Chatterton Road, Ramsbottom, Lancashire, Bury, BL0 0PQ

Make an enquiry
About us

*Charles Derby are part of the Intrinsic Network with 2000+ advisers nationwide.
*Secure, regulated advice meaning you are protected
*Offering truly independent advice when it is increasingly hard to find.
*Helping you with your retirement planning
*Are you in a dud Pension scheme or fund?
*Are you a victim of Pension miss-selling?
*Pension Transfer Advice Expert since 1990
*Pension Drawdown Specialists
*Investment Advice
*Help finding the right ISA investment mix
*Wills and Funeral Planning
*Life Assurance for you to protect your family or business
*Help with Probate
*Covering the northwest of England.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Tax treatment varies according to individual circumstances and is subject to change

Will Writing is not part of the Intrinsic Financial Services offering and is offered in our own right. Intrinsic Financial

Our services

Manage clients Pensions, investments and provide life assurance solutions for families and businesses to protect what's important to them

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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