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  11. Charles Derby Wealth Management Ltd

Charles Derby Wealth Management Ltd

Independent Financial Adviser  142 Chatterton Road, Lancashire, BL0 0PQ
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FCA authorised
Last authorised 18th October 2021
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
Meet our advisers
MR Andrew Fee
About us

*I am part of a company with 400 advisers nationally and part of Intrinsic Network with 2000+ advisers
*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
*Based at 142 Chatterton Road, Ramsbottom, Bury, Lancashire BL00PQ
Website: <url hidden>
*find me on Facebook - Andrew Fee At CharlesDerby
*Covering Ramsbottom, Rossendale, Bury, Bolton, Manchester, the North West, Bacup, Todmorden, Rochdale.

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

142 Chatterton Road, Ramsbottom, Lancashire, SK3 9EN

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