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Address: Innovation Centre, York Science Park, Heslington, York, YO10 5DG
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Telephone: 01904 435185
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Fax: 01904 870755
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Charging Structure: Commission based
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Business Areas: Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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Address: Sandland House, Rudcarr Lane, Warthill, York, YO19 5TL
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Telephone: 08000 270339
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Fax: 01904 481467
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Charging Structure: Fee or commission
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Business Areas: Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 8 Stokesley Road, Marton-in-Cleveland, Middlesbrough, TS7 8DX
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Telephone: 01325 325533
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Fax: 01642 711229
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Charging Structure: Commission based
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Business Areas: Commercial Lines, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Retirement Planning, Unit Trusts
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Financial Qualifications: No records held.
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Address: 3 Emerald Close, Harrogate, HG1 4QL
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Telephone: 01423 889276
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Fax: 01423 889276
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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, ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 103-105 Station Parade, Harrogate, HG1 1HB
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Telephone: 01423 877960
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Fax: 01423 530337
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Charging Structure: Fee or commission
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Business Areas: Annuities, Corporate Finance, EIS, 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, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC
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Address: 36 Victoria Avenue, Harrogate, HG1 5PR
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Telephone: 01423 501401
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Fax: 01423 562406
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Charging Structure: Fee based
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Business Areas: Commercial Mortgages, Direct Investments, EIS, 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, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3
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