Charles Derby WM

Independent Financial Adviser  19 Eythorne Road, Dover, Kent, CT15 7PB
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FCA authorised
Last authorised 26th October 2020
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
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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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Critical illness
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Income protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Sandra Miller DipFA
Financial Adviser
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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

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