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Address: 65b High Street, Maldon, CM9 5EP
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Telephone: 01621 851563
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Fax: 01621 851564
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Charging Structure: The initial meeting is at our exspense.
Our charges per hour is typically £125.00.
We are happy to work on a fixed fee basis, or receive our renumeration from the product provider.
Our fee for a lump sum investment of £100,000 would be 2 % of the investment up to £350,000. Amount above this is negotiable.
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Business Areas: Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 88 High Street, Billericay, CM12 9BT
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Telephone: 01277 634588
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Fax: 01277 634599
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Personal Lines, Residential Mortgages
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Financial Qualifications: No records held.
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Address: Dolphin House, High Street, Ingatestone, CM4 9DW
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Telephone: 01277 355775
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Fax: 01277 356270
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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: Annuities, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 131-133 Roman Road, Mountnessing, Brentwood, CM15 0UD
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Telephone: 08453 709123
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Fax: 08719 902320
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Charging Structure: Fee or commission
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Business Areas: Corporate Finance, Direct Investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: No records held.
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Address: Clearview House, 599-601 London Road, Hadleigh, Benfleet, SS7 2EB
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Telephone: 01702 558828
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Fax: 01702 557295
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Corporate Finance, 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: 15 East Hanningfield Road, Rettendon Common, Chelmsford, CM3 8EG
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Telephone: 01245 400847
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Fax: 01245 400975
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Charging Structure: Fee based
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Business Areas: Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Traded Endowments, Unit Trusts
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Financial Qualifications: AFPC
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