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Address: Erico House, 93-99 Upper Richmond Road, London, SW15 2TG
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Telephone: 020 8785 5590
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Fax: 020 8785 5592
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Charging Structure: How we are paid:
Since the year 2000, I have operated on a fee based, non commission basis, so that the client has as much choice as possible.
- I can either simply provide my product research so that clients can apply 'direct' which is usually quite tiresome for them (dealing with insurance companies!) but they make a cost saving
- I can then optionally provide tax and structual advice in order that the product is set up as effectively and efficiently as possible (which many clients don't do through lack of knowledge via the 'DIY' route)
- I can also carry out the more traditional IFA role of implementing the product and advice from start to finish
I hope you can see that the way in which I operate is slightly more 'open' than the traditional approach of financial advisers, giving the client more choice but providing a full service where necessary or required.
Most work is carried out on a project fee basis where the cost is agreed, in advance - so the client can decide if of value before proceeding.
The wealth management service is normally charged on a percentage of funds under influence
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Business Areas: Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: DipFA, FPC3
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Address: 250 York Road, London, SW11 3SJ
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Telephone: 08452 307654
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Fax: 08452 307655
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Life Assurance, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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Address: 6 Morie Street, London, SW18 1SL
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Telephone: 020 8870 8787
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Fax: 020 8870 8788
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Charging Structure: We charge an admin fee of £499.00 for the first two mortgages advised on and thereafter we discount fees down to £299.00 per mortgage.
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: 12 Sudlow Road, London, SW18 1HP
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Telephone: 020 8355 1542
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Fax: 01277 202518
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Charging Structure: Fees and Commission - clients' choice
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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, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CertMA, CertPFS, LMAPC
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Address: 84 Balham High Road, Balham, London, SW12 9AG
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Telephone: 08453 626206
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Fax: 08453 626208
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Personal Protection, Residential Mortgages
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Financial Qualifications: CeMAP
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