Charles Derby Wealth Management Ltd

Independent Financial Adviser  142 Chatterton Road, Bolton, Greater manchester, BL1 3AS
First meeting at adviser's own cost
Helping people look after their families and finances since 1990
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Sharia finance
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Long term care
Response rating
9.1/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Andrew Fee

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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
About us

*Charles Derby are part of the Quilter Network with 3900+ 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
*Website: <url hidden>
*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 Quilter Financial Services offering and is offered in our own right. Quilter Financial

Our services

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

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.1/10
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FCA authorised
Last authorised 17th February 2020

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