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Address: Innovation House, Longfield Road, South Church Enterprise Park, Bishop Auckland, DL14 6XB
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Telephone: 01388 770810
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Fax: 01388 770811
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Charging Structure: We work on a fee basis, charging for our time but more usually agreeing a fixed fee. All costs and charges are discussed openly and up front. Our investment portfolios are set up and run at a very low cost; such that even with our fees we provide a service that is excellent value for money and compares very favourably to investing via other routes. We can show you what you currently pay.
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Business Areas: EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: CFP
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Address: Lavender Cottage, Southside, Butterknowle, Bishop Auckland, DL13 5JX
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Telephone: 07974 961620
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Fax: 07092 814098
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Charging Structure: Commission based
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Business Areas: Commercial Lines, Commercial Mortgages, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: No records held.
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