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Address: Charter House, Legge Street, Birmingham, B4 7EU
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Telephone: 0121 333 3100
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Fax: 0121 359 1848
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Charging Structure: Fee or commission
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Business Areas: EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: 8 Greenfield Crescent, Birmingham, B15 3BE
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Telephone: 0121 685 5060
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Fax: 0121 685 5065
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Charging Structure: Fee or commission
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Business Areas: Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, SIPP, Unit Trusts
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
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Address: Cornwall Buildings, 45 Newhall Street, Birmingham, B3 3QR
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Telephone: 08452 508588
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Fax: 08452 508589
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Charging Structure: We offer the option for you to pay a fee and for all commission to be refunded to you.
If a fee is charged it will be up to £999 is payable upon completion. However, the actual fee charged will be dependent on your circumstances, typically this fee is 0.275% of the loan amount. On a loan of £75,000 this would be £206.25. We will also be paid commission from the lender.
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Business Areas: Commercial Mortgages, Group Protection, Life Assurance, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: FPC1, FPC2
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Address: Highfield House, 1562 Stratford Road, Hall Green, Birmingham, B28 9HA
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Telephone: 0121 733 6143
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Fax: 0115 941 8484
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Charging Structure: Fee or commission
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Business Areas: Group Pensions, ISAs, Investment Bonds, Investment Trusts, Personal Pensions, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 122 Hamstead Hall Road, Birmingham, B20 1JB
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Telephone: 0121 554 4444
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Fax: 0121 554 0202
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Charging Structure: Fee based
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Business Areas: Direct Investments, EIS, 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, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: CFP, IMC
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Address: 37 Silver Street, Wythall, Birmingham, B47 6ND
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Telephone: 01564 829009
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Fax: 01564 829709
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Business Areas: Direct Investments, 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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