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Address: Wembley Point, 1 Harrow Road, Wembley, HA9 6DE
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Telephone: 020 8900 5626
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Fax: 020 8900 5661
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Equity release, Group Protection, Longterm care, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: CeFA, CeMAP
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Address: York House, Empire Way, Wembley, HA9 0PA
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Telephone: 020 8900 2677
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Fax: 020 8711 2234
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Charging Structure: Commission based at present.
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Business Areas: Commercial Lines, Commercial Mortgages, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: CeMAP, CeRER, FPC1, FPC2, FPC3
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Address: Unit 2, South Way, Wembley, HA9 0HB
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Telephone: 020 8903 4054
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Fax: 020 8903 8045
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: AFPC, DipPFS, FPC1, FPC2, FPC3
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Address: Suite 11, 11 Main Drive, East Lane Business Park, Wembley, HA9 7NA
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Telephone: 08702 351311
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Fax: 08702 351312
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Charging Structure: A combination of fee and commission.
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: CeMAP
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Address: York House, Empire Way, Wembley, HA9 0PA
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Telephone: 020 8903 6655
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Fax: 020 8903 1166
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Charging Structure: We offer the option to pay for our advice by a fee, or if it would be more beneficial to you, by product commission.
Any amount we receive is fully disclosed once we have assessed your needs.
There is a minimum charge of &£163;150 for an initial review which can be offset against any fee / commission we receive for further work done for you.
Our typical investment advice charges are:
Hourly Rate
Director - &£163;300 per hour
Financial adviser - &£163;150 per hour
Administration - &£163;60 per hour
Lump Sum
Investments up to &£163;100,000 - 3% fee is chargeable
Investments between &£163;100,001 - &£163;500,000 - 2.5% fee is chargeable
Investments above &£163;500,001 - 2% fee is chargeable
All Investments carry an ongoing annual charge of 0.5% of the value of the fund.
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Business Areas: Commercial Mortgages, Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: CertPFS
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