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Address: Starrs Farm, Theale, Wedmore, BS28 4SR
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Telephone: 01934 713391
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Fax: 01934 713391
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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: Corporate Finance, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC3
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Address: 10 Hammet Street, Taunton, TA1 1RZ
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Telephone: 01823 273880
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Fax: 01823 279928
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Charging Structure: We are remunerated by commsssion
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Business Areas: EIS, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: Mondida House, Westport, Langport, TA10 0BN
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Telephone: 01460 281961
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Fax: 01722 414191
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Charging Structure: Fee or commission basis available.
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Business Areas: Direct Investments, EIS, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Property investments, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: Cook Way, Taunton, TA2 6BG
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Telephone: 01823 322222
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Fax: 01823 322398
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Charging Structure: We can be paid by a fee or commision or a combination of both, we will make you aware of this after the initial meeting and you are under no obligation at any time .
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, 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: FPC1, FPC2, FPC3
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Address: 49-50 East Street, Taunton, TA1 3NA
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Telephone: 01823 353970
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Fax: 01823 339726
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Charging Structure: We offer a choice of fee, commission or a combination of the two. Every client is entitled to a free initial consultation after which we will decide if we can help and our client can decide if they would like us to.
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC, FPC1, FPC2, FPC3
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Address: 76 Macrae Road, Pill, Bristol, BS20 0DD
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Telephone: 01275 373348
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Fax: 01275 376974
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Charging Structure: Commission based
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3
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