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Results for: Worcestershire

31 matches found, 6 displayed

For a detailed search by postcode proximity and type of advice in Worcestershire click here.


Adviser info:
Investments Mortgages Insurance Protection
advisory services — WR8 9BJ
Address:  Cyngfield, Church Lane, Defford, Worcester, WR8 9BJ
Telephone:  01684 578727
Fax:  01684 578618
Charging Structure:  Fee or commission
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
Financial Qualifications:  FPC1, FPC2, FPC3


Adviser info:
Investments Mortgages Insurance Protection
positive solutions (financial services) ltd — WR2 4BX
Address:  23 Osprey Close, Worcester, WR2 4BX
Telephone:  01905 749095
Fax:  08717 000010
Charging Structure:  Fee or commission
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
Financial Qualifications:  FPC1, FPC2, FPC3


Adviser info:
Investments Mortgages Insurance Protection
a f h independent financial services ltd — B61 8DN
Address:  St. Johns House, 16 Church Street, Bromsgrove, B61 8DN
Telephone:  01527 577775
Fax:  01527 577624
Charging Structure:  Commission based
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
Financial Qualifications:  FPC1, FPC2, FPC3


Adviser info:
Investments Mortgages Insurance Protection
hl consulting — B97 5JA
Address:  373 Evesham Road, Redditch, B97 5JA
Telephone:  01527 544955
Charging Structure:  Fee or commission
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
Financial Qualifications:  AFPC, FPC3, LMAPC


Adviser info:
Investments Mortgages Insurance Protection
positive solutions (financial services) ltd — WR4 0JF
Address:  Acorn Ridge, Cover Green, Home Meadow, Worcester, WR4 0JF
Telephone:  01905 739239
Fax:  01905 739239
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.
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
Financial Qualifications:  FPC1, FPC2, FPC3


Adviser info:
Investments Mortgages Insurance Protection
lifetime solutions ltd — WR11 4XP
Address:  111-113 High Street, Evesham, WR11 4XP
Telephone:  01386 712300
Fax:  01386 712301
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.
Business Areas:  Commercial Mortgages, Equity release, Group Protection, Life Assurance, Personal Protection, Residential Mortgages
Financial Qualifications:  FPC1, FPC2, FPC3, LMAPC, MAPC