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Address: 78 Bridge Street, Ramsbottom, Bury, BL0 9AG
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Telephone: 01706 282374
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Fax: 01706 828868
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Charging Structure: Initial consultation is free, and without obligation.
Should you wish to then appoint me as your adviser, I am happy to work on either a fee or commission basis.
This will be discussed with you, and agreed with you before any chargeable work is carried out.
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Business Areas: EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, 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: AFPC, FPC3
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Address: Dte House, Hollins Lane, Bury, BL9 8AT
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Telephone: 0161 767 1400
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Fax: 0161 767 1401
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 1 Hamer Terrace, Bury, BL9 5PU
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Telephone: 01422 824888
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Fax: 01422 824888
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Charging Structure: We charge on a commision basis
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Business Areas: EIS, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3, MAPC
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Address: 27 Bidston Close, Bury, BL8 2UN
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Telephone: 0161 764 2800
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Fax: 08721 114772
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Charging Structure: There is no charge for your initial consultation, beyond that we can be paid either by way of commision, a fee or a combination of the two - by negotiation.
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Business Areas: Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: Unit D2, Waterfold Park, Bury, BL9 7BR
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Telephone: 0161 763 4800
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Fax: 0161 763 4809
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Charging Structure: A. Fee Only - time priced on the basis of an hourly rate per Partner. We offer a free initial consultation
B. Fee Offset - time priced as above, but the hourly rate is offset against commission earned from the contract(s). Both our fee and/or commission is fully disclosed. Commission is VAT exempt.
C. Fixed Fee - as agreed with your Partner.
D. Commission only - fully disclosed and explained prior to implementation.
E. Annual Management fee/charge/annual retainer.
Or a combination of the above options in agreement with your Partner.
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Business Areas: Commercial Mortgages, 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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Address: 178 Peel Brow, Ramsbottom, Bury, BL0 0AX
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Telephone: 01706 215114
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Fax: 01706 215115
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Life Assurance, Personal Lines, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: No records held.
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