Our Company

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for total peace of mind

Charles Derby Advisers all share and adhere to our company standards, training and compliance requirements and our client promise. We aim to be one of the leaders in our field and welcome feedback on our services and advisers to help us improve. Complete our Satisfaction Questionnaire »


Aims

Charles Derby is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face to face service and have a large team of Advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice.

Benefits

We always aim to meet or improve on the highest professional standards. You will always benefit from expertise as our advisers are all qualified and kept up to date through a comprehensive training and competence scheme. This ensures that technical developments and changes in the marketplace, as well as servicing issues and technology improvements are communicated to our advisers so they can provide the best possible service to all our clients. Charles Derby is also large enough to provide scale benefits. This means that preferential terms may be available from time to time that are not available through other advisers or direct to consumers.

Expertise

Our Senior Management Team has an average of over 25 years’ experience in the industry. So, in addition to the skills and competency of our Advisers, you can rest assured that our company has the depth of experience and knowledge to provide our services for the long term. We pride ourselves on providing ongoing service and always aim to maintain long term relationships with our clients. This commitment provides the security and continuity needed to help our clients set and review plans with confidence.

Strength

To ensure that we can meet our client obligations now and into the future, we recognise the need for and have the strength to meet the financial and resourcing challenges that can hit any business. Charles Derby is owned by Quilter Financial Planning, which is part of Quilter plc. Find out more about Quilter here.

Ethos

In addition to our client promise, we are committed to high ethical standards and maintain an ethos for our business which places fair treatment for all our advisers and staff at its core. We aim to provide the best possible working environment and conditions. Charles Derby also seeks to align excellent client service with the remuneration and rewards provided to Advisers. This is demonstrated by the fact that all Advisers participate in a share ownership scheme which places the long term interests of each individual Adviser with those of the business.