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Address: Cyngfield, Church Lane, Defford, Worcester, WR8 9BJ
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Telephone: 01684 578727
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Fax: 01684 578618
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 23 Osprey Close, Worcester, WR2 4BX
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Telephone: 01905 749095
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Fax: 08717 000010
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, EIS, Equity release, 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, 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: St. Johns House, 16 Church Street, Bromsgrove, B61 8DN
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Telephone: 01527 577775
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Fax: 01527 577624
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Charging Structure: Commission based
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Business Areas: Direct Investments, 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, Structured Products, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 373 Evesham Road, Redditch, B97 5JA
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Telephone: 01527 544955
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Charging Structure: Fee or commission
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Business Areas: Equity release, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC, FPC3, LMAPC
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Address: Acorn Ridge, Cover Green, Home Meadow, Worcester, WR4 0JF
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Telephone: 01905 739239
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Fax: 01905 739239
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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: Direct Investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 111-113 High Street, Evesham, WR11 4XP
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Telephone: 01386 712300
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Fax: 01386 712301
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Charging Structure: Initial meetings are free of charge. We do not charge up front fees. We charge a fee of 1% of the total facility (minimum £595) which is payable on completion. If an application is cancelled after an offer has been issued a cancellation fee of £250 is payable.
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Business Areas: Commercial Mortgages, Equity release, Group Protection, Life Assurance, Personal Protection, Residential Mortgages
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Financial Qualifications: FPC1, FPC2, FPC3, LMAPC, MAPC
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