Alan Whitehead

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DipFA, CeMAP Financial Planning Consultant
Maidstone Kent

Alan is a very experienced Financial Planning Consultant who specialises in mortgages and their associated protection products. He is diploma qualified to assist and advise on pensions and investments to ensure his clients are achieving their financial goals for now and the future.

Away from the office Alan runs a local football team and likes to travel especially to the Almeria region of Spain.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Holistic financial planning
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

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection
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Copyright © Charles Derby 2016. All rights reserved.
Charles Derby is a trading style of Charles Derby Financial Services Limited which is an appointed representative of Intrinsic Mortgage Planning Limited and Intrinsic Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority (see the FCA register at www.fca.org.uk/register/, references 440718 and 440703).
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.