After a 20 year career within the banking sector, Paul is now able through Charles Derby to provide a more bespoke and full financial planning service than ever before. From pensions through investments, to life and general insurance, he is looking to build on the excellent customer relationships he had before and enhance them with a personal service that Paul could not provide with the bank. Paul is married and we have 2 children who take up my spare time and more.
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The FCA do not regulate buy to let mortgages.
Trusts are not regulated by the FCA.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection
Mortgage placement and arranging for:
First time buyers
Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared