Anonymous
map-marker Sunderland, England

Rubbish

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Talk the talk. Take ya money and end up getting more in there pocket than you make in your pension. Sack them and they still carry on. Talk rubbish feed you {{Redacted}}. Use your bank there free and give advice. These freelance folk are all about getting commission thats it. Your real needs and real costs are irrelevant as there freelance see. Money money money
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1 comment
Lorita Bpe

Banks do not give financial advice any more. The regulation FCA wanted to have less advisors in the industry from 200k + advisors to 27k approx well done FCA.

Anonymous
map-marker Manchester, England

Charle Derby are a great company to work for

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I've been with Charles Derby since 2012 and after 26 years as an adviser I can honestly say they are the best outfit I have ever been associated with. The leads are variable sometimes thick and fast sometimes not so. They spend millions of pounds a year on generating leads and use multiple providers with varying degrees of success. The board and management are first class and a breath of fresh air. They treat you as an equal and I believe genuinely care about you and what they are doing. They have always delivered on their promises. It's like working for a family business where the family treat their staff as their own. I cannot recommend them highly enough. As for the overcharging allegation, we have hourly rates or charge a percentage of a lump sum typically 3-5%. We would only charge 5% where there is a complicated multi pension consolidation going on. We adhere to decency limits. Andrew Fee IFA @ Charles Derby
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Reason of review:
Good quality
1 comment
Guest

Nice to hear an honest review of this company for a change.

Anonymous
map-marker London, England

Pension review

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had a meeting with charles derby financial adviser who verbal said to my wife and myself that he would make our pensions perform far better than they were.To start they took a cut out of the funds but said this would be recouped in no time. Bullsh!t. in 12 months they cost my fund over 2k. this doesnt include what they had from my wifes fund. problem is im to trusting and have pulled the plug on them. A costly lesson to learn i know but i have larger investments coming up im glad i didnt trust them with them. they are no different than *** men.
View full review
Loss:
$2000
Cons:
  • Poor conned
Reason of review:
Not as described/ advertised

Preferred solution: Full refund

3 comments
Guest

12 months is nowhere near long enough to make this sort of judgement, investments are long term and They could've grown in the following 12 months and doubled your loss

Guest
reply icon Replying to comment of Guest-1306386

“doubled your loss” implies that he did the right thing and ditched this advisor!

Guest

To be fair to the them , if you wrote this in May 2016 markets had been dropping from around May 2015 til Feb 16 so most people would have lost money during this time

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Anonymous
map-marker Haverfordwest, Wales

Charles Derby Customer Care Review from Haverfordwest, Wales

Had a phone call on behalf of this company concerning my current pension. They told me that they could make it work harder for me. He went to say the big companies take huge commissions so that my pension would be worth less. I don't know how he got my name, age and address. He was very talkative and had to tell him to stop. The conversation went on for 25 minutes and gave in. An advisor is coming to see me on Tuesday. Since researching this company, the advisor will never make it through my front door.
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Anonymous
map-marker Halesowen, Dudley

Charles Derby Customer Care Review from Halesowen, Dudley

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I have just spent over an hour on the phone to someone regarding life insurance. I have to say he has not only only explained things so simply that even I can understand but he's also advised me on things that I'd never even thought of ie. funeral expenses. I am a very hard person to sell to and I'm very careful and security conscious. ISAAC BENJAMIN, my advisor, gave me advice and reassurance. Not once did he push or tell me what to do. He just explained and made it very clear it was my decision only. He was patient, friendly (even funny at times) and I felt totally comfortable with him. My husband and I are now insured and I feel so much better. HUGE THANK YOU TO ISAAC BENJAMIN
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Reason of review:
Good customer service
Anonymous
map-marker Worcester, Worcestershire

Charles Derby Pensions Review from Worcester, Worcestershire

Please be aware of Charles Derby They advised me last April 2014 to change my private pension Now 1 1/2 years later I've noticed on my pension statement that Charles Derby has been taking an ongoing adviser charge of around £30-£35 per month out of the value of my private pension. I've only seen the financial adviser of this company once this year for about 30 minutes and about twice last year when he changed my pension over. Just phoned my pension people to cancel any future charges from Charles Derby. Not only have they taken nearly £700 off me, it has made my pension less because of the outgoings each month. Not sure if I'll be able to get this money back
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Reason of review:
Pricing issue
1 comment
Guest

I have noticed the charges on my last statement, they amount to more than the pension gained in the last 3 months . How do I stop them taking any more ?

Nyles Qpv

IFA

BEWARE OF CHARLES DERBY !! I was working with Charles Derby, as self employed as an IFA up until recently. Within the Intrinsic and Charles Derby recruitment process I was recruited by Chris Fautley, who made a number of promises, which turned out to be mainly incorrect. He purported to be an Intrinsic Director but was also Charles Derby’s Non-Executive Chairman which seem’s wierd! He made loads of comments about the company I was with, which was incorrect! He promised endless good quality leads, which was incorrect! The finance deal he stated I would be on was all incorrect! After resigning he is refusing to give a reference to prevent me from getting re licenced at another company! It is my personal belief that they are over charging client’s! BEWARE OF CHARLES DERBY !!
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Loss:
$50000
2 comments
pal Kto

Hello Tony,

Could you provide me with more information? e.g. base salary, the authenticity of the qualifications you received, because I have a graduate meeting tomorrow and I want to ensure that before I pursue with this firm that it is not a complete waste of my time.

cheers

Guest
reply icon Replying to comment of pal Kto

Tony,

How was the meeting. Did you go with them in the end?

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