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Address: 31 Elbra Farm Close, Ellenborough, Maryport, CA15 7RG
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Telephone: 01900 813078
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Fax: 01900 813078
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Charging Structure: We can offer a fee service or commission only advice
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Business Areas: Commercial Lines, Commercial Mortgages, Direct Investments, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 46 Sedbergh Road, Kendal, LA9 6BE
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Telephone: 01539 735358
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Fax: 01539 764222
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Charging Structure: Fee based
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 136 Highgate, Kendal, LA9 4HW
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Telephone: 01539 732377
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Fax: 01539 731388
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Charging Structure: Commission or fee charging basis available
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Business Areas: Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
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Address: Office 2, Buttermere Pavilion, Ingwell Drive, Westlakes Science & Technology Park, Moor Row, CA24 3JZ
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Telephone: 01946 693328
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Fax: 01946 514920
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 24 Curwen Street, Workington, CA14 4BD
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Telephone: 01900 871054
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Charging Structure: Fee or commission
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Business Areas: Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: No records held.
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Address: Eden House, 2 The Crescent, Carlisle, CA1 1QN
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Telephone: 01228 597986
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Fax: 01228 598526
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Charging Structure: The company offer's an initial consultation without charge and our fees are agreed in writing prior to any work being carried out on your behalf.
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Business Areas: Commercial Mortgages, Corporate Finance, 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, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
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