Charles Derby Group 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 to ensure this personal service is delivered in practice. Wherever you are, we will look to provide a local adviser.
As you approach retirement, it can be a daunting time and the aim and objective of the advice service that we provide is to put in place product solutions to enable you to meet your financial goals and then regularly review the performance of those solutions to help you to remain on track. In order to achieve this, we follow the process set out below, which is broken down into six stages:
- Initial consultation
- Fact finding
- Report of recommendations
- Implementation: arranging products and related actions
- On-going review
We have a dedicated telephone line for Money Advice Service enquiries with a team in place who will establish one or two facts about what you are after and seek to align you with an appropriate adviser.
Please call 01603 670613 or alternatively please email us at firstname.lastname@example.org
Appointments will be made at a time and location that is convenient you yourself. Our service to you will be clearly explained from the initial presentation of our Services and Costs Disclosure Document through to the final recommendations. We will ensure you understand any recommendation, why we are recommending a particular product and how this fits you objective.
Kind regards Charles Derby MAS Administration Team
Tel: 01603 670613 Email: email@example.com The value of the investment can go down as well as up and you may not get back as much as you put in