Experience

OCM Wealth Management
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Senior Wealth Manager

  • May 2022 - Present

CMP Financial - St. James's Place
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Senior Financial Adviser

  • Apr 2021 - May 2022

Quilter Financial Advisers
• United Kingdom
• Financial Services
• 100 - 200 Employee
• Financial Planning Consultant

  • Feb 2020 - Apr 2021


Charles Derby

• United Kingdom
• Real Estate

• Financial Planning Consultant

  • Aug 2019 - Feb 2020

  I have over 20 years worth of experience in financial services providing advice to many clients. I have spent over a decade helping Teachers and their partners understand the Teachers Penson Scheme and associated benefits and developing solutions to their financial goals. I offer a tailor made wealth management service to assist clients in making those important decisions around investments and pension planning as well as being able to provide suitable products from a qualified panel of providers. I provide advice across all areas of financial planning including Investments, Pension Planning, Inheritance Tax Planning, Wills/Trusts and Protection. Will writing is not part of the Quilter offering and is offered in our own right. 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. Tax treatment varies according to individual circumstances and is subject to change. One of the ways my clients get the best out of me is by providing an honest, professional and a bespoke approach to them when advising on their financial needs with access to the most suitable financial products the market has to offer. Show less


WESLEYAN FINANCIAL SERVICES LIMITED
• Insurance
• 1 - 100 Employee
• Financial Services Consultant

  • Mar 2007 - Aug 2019