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Address: 72 West End Drive, Horsforth, Leeds, LS18 5JZ
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Telephone: 08005 422564
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Fax: 0113 258 9555
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Charging Structure: Fee or commission
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Business Areas: 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, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 34 Moorway, Guiseley, Leeds, LS20 8LD
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Telephone: 01943 871627
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Fax: 01943 884533
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Charging Structure: Fee based
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Business Areas: Group Pensions, Group Protection, ISAs, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: CFP
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Address: 2nd Floor, 49a St Paul's Street, Leeds, LS1 2TE
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Telephone: 0113 287 8200
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Fax: 0113 287 8201
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Charging Structure: Clients are offered a menu of charges at their first meeting and can select to remunerate our advisers by fee, commission or a mixture of both.
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Business Areas: Commercial Mortgages, Corporate Finance, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Management of Investments, 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: 22 Henley Drive, Featherstone, Pontefract, WF7 5NY
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Telephone: 01977 599854
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Fax: 0161 946 0145
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Charging Structure: Fee or commission
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Business Areas: Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, 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: 95 Aberford Road, Oulton, Leeds, LS26 8SL
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Telephone: 0113 282 5017
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Fax: 0113 282 1112
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Charging Structure: We can work on either a fee basis or a combination of fees and commission.
When people come to us they generally do not realise that what they are requesting could be just in relation to advice and not a product. Sometimes the advice they seek can lead to a product being required, (which often pays a commission).
BUT - these are two seperate things.
Either way our initial meeting is at our cost, (free of charge), so we can establish if you will benefit from our services and for you to decide if you want to deal with us. Once we know what your requirements are, we can discuss what fees might be involved before you commit to anything.
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, 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
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Financial Qualifications: FPC3
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Address: The Coach House, 42 High Street, Boston Spa, Wetherby, LS23 6EA
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Telephone: 01937 541432
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Fax: 01937 840585
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Charging Structure: Fee or commission
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Business Areas: Equity release, 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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