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Address: Kingstons House, 15 Coombe Road, Kingston upon Thames, KT2 7AB
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Telephone: 020 8828 1480
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Fax: 020 8549 7248
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Charging Structure: We offer a choice of fee or commission
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Business Areas: Corporate Finance, Direct Investments, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CertMA, CertPFS, FPC1, FPC2, FPC3, LMAPC, MAPC
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Address: 170 Chiltern Drive, Surbiton, KT5 8LS
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Telephone: 020 8241 2032
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Fax: 020 8399 7356
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Charging Structure: Fee or commission
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Business Areas: Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: CeFA, CeMAP, CeRGI
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Address: 21a Tolworth Broadway, Surbiton, KT6 7DJ
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Telephone: 020 8390 4088
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Charging Structure: Fee or commission
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Business Areas: Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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Address: 35 Langley Avenue, Surbiton, KT6 6QP
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Telephone: 020 8399 5609
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Fax: 08458 072830
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Charging Structure: Penmor offer a combined fee/commission charging structure. We want clients to feel under no obligation to have to take our financial plans with us and for this reason a fees are charged to cover the research, investigation and preparation of Personal Financial Plans¿.
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Business Areas: Commercial Lines, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 36 Lyndhurst Avenue, Surbiton, KT5 9LL
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Telephone: 020 8399 0344
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Fax: 08717 000010
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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 Lines, Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: No records held.
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