Suleman Khan At Charles Derby Financial Services

Charles Derby is a UK advisory business devoted to helping individuals with their financial planning.

I am a Financial Planning Consultant based in Bradford, West Yorkshire with the national firm Charles Derby. I can provide advice on Pensions, Investments, Mortgages and Protection.

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.

I offer a FREE initial no obligation consultation to discuss your needs and objectives. If you wish to proceed after the initial meeting then we can discuss the options for how to pay for my services either through direct payment or via product facilitated charges.

What Our Service Provides:

For total peace of mind Charles Derby advisers all share and adhere to our company standards training and compliance requirements and our client promise.

Mortgage customers

Mortgages can be tricky to arrange and can involve a lot of paperwork. I am able to research and arrange mortgages for all sorts of people. With access to the whole of the market, and unique deals available from time to time, I always aim to provide the most suitable deal for all my clients, regardless of their circumstances.

The Financial Conduct Agency do not regulate buy to let mortgages.
Bridging finance is available by referral only.

Protection

My aim is to help you establish the most suitable level of insurance protection and help you protect those who depend upon you against the most serious risks that you face, specifically to your life and your health.

- Life Insurance
- Critical Illness Insurance
- Income Protection Insurance
- Mortgage Payment Protection Insurance
- Permanent Disability Benefit Insurance
- Death Benefit Insurance

There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at www. moneyadviceservice.org. uk.

Holistic Financial Planning

A personal approach, I do not operate a one-size-fits-all approach, I will help you plan your pension with you and your own aims in mind. I recognise that everyone’s situation is different and take this into account in helping you to get underway. As an overview, there are just three steps to get up and running. I will get to know you and your financial situation. I will report, discuss and guide you on your options. I will take care of the paperwork and process to get your pension and Investments started.

- Establishing and reviewing Trusts
- Complete personal risk management planning
- Short and long-term savings and investments

Investments

- Portfolio planning
- ISAs
- Unit Trusts
- Investment Trusts
- Investment Bonds
- Offshore Bonds

Pensions

- Personal Pensions
- SIPPs
- Company schemes
- SSASs
- Consolidation plans

If you would like any advice in any of these areas please get in touch

Charles Derby Financial Services Limited. Registered in England and Wales, under no. 05693185. Registered office address - 6 Tollgate Business Park Tollgate West, Stanway, Colchester, Essex, England, CO3 8AB.

Charles Derby Financial Services Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (http://www. fca. gov. uk /register /) under references 440703 and 440718