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Pensions

Pensions
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Investments

Investments
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Protection

Protection
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Holistic Planning

Holistic Planning
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About Private Clients

Keith Sanham APFS
Director, Chartered Financial Planner

Charles Derby Private Clients have been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute (CII). This title is the industry’s gold standard for financial planning practices. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.

We provide services to help you improve your financial plans. We aim to deliver information, advice and solutions which are clear and easy to understand. We will help you throughout your lifetime and pride ourselves on our long standing client relationships. With Charles Derby Private Clients, your plans will be kept under review so you can rest assured in the knowledge that expert assistance is always on hand.

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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.