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Address: 25-29 Church Street, Basingstoke, RG21 7QQ
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Telephone: 01256 329949
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Fax: 01256 353954
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Business Areas: Annuities, Commercial Mortgages, Direct Investments, Ethical investments, 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, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: Weston Road, Upton Grey, Basingstoke, RG25 2RH
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Telephone: 01256 862880
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Fax: 01256 862101
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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: Commercial Mortgages, Equity release, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 46 Pack Lane, Oakley, Basingstoke, RG23 7BJ
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Telephone: 01256 781401
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Charging Structure: Initial consultation free of charge without obligation.
Subsequent work based on Fee or Commission or a combination.
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Business Areas: Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 47 Merton Road, Basingstoke, RG21 5UB
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Telephone: 01256 636437
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, 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, VCT
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Financial Qualifications: No records held.
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