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Address: 32 Hillside Road, Aldershot, GU11 3NB
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Telephone: 01252 326862
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Fax: 01252 326862
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Charging Structure: Fee based
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Business Areas: Equity release, Life Assurance, Personal Protection
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Financial Qualifications: No records held.
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Address: 8 Northbrook Road, Aldershot, GU11 3HE
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Telephone: 01252 344454
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Fax: 01252 318011
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Charging Structure: Currently, happy to work on a commission basis if clients prefer.
Alternatively, we can provide a service on a transactional basis or on a fixed fee basis. Some clients may prefer to pay a monthly retainer for our service..
As an example, for a new client:
Review and full report on existing portfolio for a fixed fee of £500.
Provide annual service and review of invested assets in governed portfolio - 0.5% assets under management or between 0.75%and 1% for bespoke portfolio.
However,each client and their requirements are diffrerent so please contact us initially for a discussion where we will set out our business model and service proposition.
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Business Areas: Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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