|
Address: 88 Mudeford, Christchurch, BH23 4AS
|
|
Telephone: 01425 279212
|
|
Charging Structure: Fee only adviser
|
|
Business Areas: Direct Investments, EIS, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
|
|
Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
|
|
Address: 75 Rosehill Drive, Bransgore, Christchurch, BH23 8NR
|
|
Telephone: 07867 541384
|
|
Fax: 08717 000010
|
|
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.
|
|
Business Areas: Group Protection, Investment Bonds, Life Assurance, Personal Protection
|
|
Financial Qualifications: No records held.
|
|