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Address: 119 High Street, Clay Cross, Chesterfield, S45 9DZ
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Telephone: 01246 863500
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Fax: 01246 865825
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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, 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: 14 Gander Lane, Barlborough, Chesterfield, S43 4PZ
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Telephone: 01246 810757
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Fax: 01246 573554
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Equity release, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 10 Church Close, Wingerworth, Chesterfield, S42 6QA
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Telephone: 01246 554765
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Fax: 01246 554765
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Charging Structure: Fee or commission
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Business Areas: Corporate Finance, Group Pensions, ISAs, Life Assurance, Management of Investments, Personal Pensions, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: CFP
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Address: Thompson House, Thompson Close, Chesterfield, S41 9AZ
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Telephone: 01246 268571
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Fax: 01246 268816
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Charging Structure: For Our Fee agreement please refer to our website How We are paid section
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Business Areas: Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 1 Rosedale View, Walton, Chesterfield, S42 7HG
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Telephone: 01246 567234
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Fax: 01246 567234
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Charging Structure: You can expect a free initial meeting at home or your place of work where we can discuss your circumstances and explore the opportunities available to you. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.
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Business Areas: Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: Cornerstones Farm, Stonelow, Eastmoor, Chesterfield, S42 7DE
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Telephone: 01274 871955
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Fax: 0113 234 7906
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Charging Structure: Commission or Fees
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Business Areas: 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 Pensions, Personal Protection, Property investments, 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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