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Address: 122 Hamstead Hall Road, Birmingham, B20 1JB
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Telephone: 0121 554 4444
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Fax: 0121 554 0202
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Charging Structure: Fee based
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Business Areas: Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: CFP, IMC
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Address: 15 Meadowside Road, Sutton Coldfield, B74 4SL
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Telephone: 05602 909737
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Fax: 08717 000010
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Charging Structure: The first meeting is free of charge so you can discuss your needs fully with piece of mind. Also there are no obligations and this gives you the chance to see if you have confidence in the adviser and if they are right for you.
We are able to work to your needs and can agree fee based work or if you wish I can work on receiving a commission from the product provider should you so wish. Any costs and charges would be made clear to you before our second meeting and before proceeding with any business transactions.
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Business Areas: EIS, Equity release, Group Pensions, ISAs, Investment Bonds, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 57 Norton Road, Stourbridge, DY8 2TB
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Telephone: 01827 62800
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Fax: 01827 62800
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Charging Structure: We offer the choice of paying for our services on a fee basis or payment by commission.
We do not charge for any initial meeting.
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Business Areas: Commercial Mortgages, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: AFPC, CIP, FPC1, FPC2, FPC3, MAPC
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Address: 36 Tudor Way, Sutton Coldfield, B72 1LP
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Telephone: 0121 355 5447
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Fax: 08717 000010
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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, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, 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: 5 Inchford Road, Solihull, B92 9QA
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Telephone: 0121 441 4535
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Fax: 0121 444 4896
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Charging Structure: Commission based
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Business Areas: Commercial Mortgages, Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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Address: Shakespeare Building, 26 Cradley Road, Cradley Heath, B64 6AG
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Telephone: 01384 562644
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Fax: 01384 562445
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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 Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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