Charles Derby Wealth Management Ltd

Independent Financial Adviser  63 Crescent Road, Heybridge, MALDON, CM9 4SN
First meeting at adviser's own cost
I am an Independent Financial Advisor with Charles derby covering the Essex area. I have worked in the financial services industry for some 35 years and built up a considerable experience with a broad range of clients.
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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Traded endowment policies
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Group Protection/Life Insurance
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Group life insurance
Response rating
10/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
Gerard Wood
Our services

Holistic financial planning, look at your situation as a whole and building a long term plan. The bulk of our work is mainly in the area of pension and investment although our network of IFA's are able to provide a full range of financial services including mortgages, protection, estate planning etc.

Where to find us
Head office address: 63 Crescent Road, Heybridge, MALDON, CM9 4SN
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 2nd August 2021

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