Charles Derby WM

Independent Financial Adviser 19 Eythorne Road, Shepherdswell, Dover, Kent, CT15 7PB
FCA verified
11th March 2019
I have 25 years experience in advising on protection needs - life, income, critical illness, pensions. Tax efficient investments, IHT planning
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Sandra Miller DipFA
Financial Adviser
Where to find us

19 Eythorne Road, Shepherdswell, Dover, Kent, CT15 7PB

About us

and is one of the fastest growing companies providing independent advice

Our services

We provide real holistic financial advice charging competitive
fees. We also have a "pool" of experts ie solicitors on hand to enhance our business

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

We provide whole of market advice and are regulated by the FSA

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