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Address: 26 Main Street, Stretton, Burton-on-Trent, DE13 0EA
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Telephone: 01283 538877
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Fax: 01283 538388
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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: Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: No records held.
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Address: Studio 3, Waterside Court, Third Avenue, Centrum 100, Centrum One Hundred, Burton-on-Trent, DE14 2WQ
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Telephone: 01283 509137
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Fax: 01283 511957
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Charging Structure: Paying by commission
If you buy a financial product, we will normally receive commission on the sale from the product provider. Although you pay nothing to us up front, that does not mean our service is free. You still pay us indirectly through product charges. Product charges pay for the product provider¿s own costs and any commission. These charges reduce the amount left for investment. If you buy direct, the product charges could be the same as when buying through an adviser, or they could be higher or lower.
Please note that there is a possibility that other costs, including taxes, could be incurred related to transactions in connection with investment business that are not paid via the firm or imposed by it.
For certain transactions that we recommend to you, MWM Investments Ltd will accrue a notional entitlement under a Discretionary settlement. The value of this entitlement does not impact on the overall charges applied to your investment, and the actual cost to you will be disclosed as required by the Financial Services Authority.
In addition to the above, for certain transactions that we recommend to you, we will also receive a royalty payment from the provider as part of the annual management charge. This payment will be made on an annual basis and again will not affect the charges applied to your contract as disclosed to you at the point of application. We will be happy to provide you with details of the payments as they relate to your investment should you request these.
Investment
Paying by fee
Please refer to guidance notes
Paying by commission
Please refer to guidance notes
Non-investment insurance
Paying by fee
Please refer to guidance notes
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Business Areas: Corporate Finance, Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 23 Borough Road, Burton-on-Trent, DE14 2DA
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Telephone: 08708 503379
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Fax: 01283 509922
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 1 Horninglow Street, Burton-on-Trent, DE14 1NG
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Telephone: 01283 537211
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Fax: 01283 537295
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Charging Structure: Fee free commission from lenders and providers
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Business Areas: Commercial Mortgages, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: AFPC, CFP, CIP, CSP, FPC1, FPC2, FPC3, IAQ, ICFA, IFQ, IMC, LMAPC, MAPC
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