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Address: 7 Milestone Drive, Purley, CR8 4HN
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Telephone: 020 8645 6886
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Equity release, Ethical investments, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 14 Blossom Close, South Croydon, CR2 7EZ
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Telephone: 020 8686 0566
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Fax: 020 8649 7793
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Charging Structure: Commission based
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Business Areas: Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, Unit Trusts
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Financial Qualifications: No records held.
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Address: 93 Croham Valley Road, South Croydon, CR2 7JH
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Telephone: 08453 934211
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Fax: 020 8657 4000
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Investment Bonds, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: CeMAP
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Address: 37d Oakwood Avenue, Purley, CR8 1AR
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Telephone: 020 8660 2397
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Charging Structure: We provide our advice and recommendations on a Fee basis, with a pre-agreed cost reflecting the work to be undertaken.
Investments and Pensions can be implemented on a fee or commission basis, at an agreed rate, regardless of product or provider, to ensure impartial advice.
Our company name is 'Clarity' and that's how we always work with our clients.
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Business Areas: Ethical investments, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: CeMAP, CertPFS
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Address: 51 Littleheath Road, South Croydon, CR2 7SG
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Telephone: 020 8657 3093
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Fax: 08704 603229
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Charging Structure: With regard to fees we discuss the payment options with our clients and answer any questions they may have. We do not charge anything until the client has agreed how we will be paid. There are two options, the client can pay us a fee for our advice and services, or we can collect commission form the product provider following the sale.
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Business Areas: Commercial Mortgages, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC
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