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Address: The Gables, Market Square, Princes Risborough, HP27 0JP
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Telephone: 01844 346778
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Fax: 01844 346836
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Charging Structure: Fee based
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Business Areas: Life Assurance, Personal Pensions, Personal Protection
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Financial Qualifications: No records held.
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Address: 18 Westfield Bungalows, Henley Road, Medmenham, Marlow, SL7 2HG
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Telephone: 01628 481617
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Fax: 01491 412266
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Charging Structure: There may be a fee for mortgage advice, the precise amount will depend upon your circumstances
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Business Areas: Group Pensions, Investment Trusts, Life Assurance, Personal Pensions, Retirement Planning, Unit Trusts
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Financial Qualifications: No records held.
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Address: Buckland Wharf, Buckland, Aylesbury, HP22 5LQ
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Telephone: 01296 632624
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Fax: 01296 632594
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Charging Structure: Fee or commission
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Business Areas: Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, 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: 7 Osier Way, Olney, MK46 5FP
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Telephone: 01234 713131
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Fax: 01234 714090
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Charging Structure: The initial meeting of up to one hour is without charge. Thereafter, we will agree a fixed fee with you to cover the cost of gathering and collation of all information and creation of the generic Financial Management Plan. Any fees covering the implementation of your Financial Management Plan, annual reviews and ongoing advice will be charged by the hour. Any commission receipts can be offset against these fees to reduce the fees payable directly by the client.
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Business Areas: Direct Investments, EIS, Group Pensions, 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: CFP, FPC1, FPC2, FPC3
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Address: 4 Minorca Grove, Shenley Brook End, Milton Keynes, MK5 7FU
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Telephone: 01908 503388
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Fax: 01908 503388
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 36a Packhorse Road, Gerrards Cross, SL9 8EB
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Telephone: 01753 889090
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Fax: 01753 883748
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Charging Structure: Mainly commission but fee options available.
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Business Areas: Commercial Lines, Commercial Mortgages, Equity release, Group Pensions, Group Protection, 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, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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