Anna Payne

DipFA Financial Planning Consultant for Charles Derby Direct a trading style of Charles Derby Wealth Management Ltd.
Burnham-on-Sea Somerset

Anna has over 23 years’ experience working in the Financial Services. Starting her career in Bancassurance, working for the main high street Banks and Building Societies.Anna has specialized in Inheritance Tax Planning, managed large teams of Advisers as a Field Manager/Supervisor and been a Regional Retail Manager for a well-known Building Society.

Prior to working for Charles Derby Direct Anna worked for a local Pension advisory company as an Independent Pensions Adviser.Anna has been married for over 31 years with three grown up children and  has two Granddaughters.

Anna enjoys Travel and watching most sports including football, as Anna was a Girls Football Manager with her local Girls football team and holds a Level One Coaching Badge from the FA.

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.
 
The Financial Conduct Authority do not regulate Trusts


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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