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Address: 8a Hursley Road, Chandler's Ford, Eastleigh, SO53 2FU
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Telephone: 023 8027 5375
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Fax: 023 8026 3957
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Charging Structure: With prospective new clients we carry out an initial consultation which lasts approximately an hour depending on the complexities of your circumstances.
During this meeting we will discuss your personal circumstances and objectives and at the end of the meeting we will agree how to proceed and what the likely cost of advice will be. We do not charge for this initial consultation.
Remuneration will be pre agreed and it can be on a fee or commission basis. The fee maybe a single advice fee or on an hourly basis depending on the complexities of the advice required.
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Business Areas: Commercial Mortgages, 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, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: Wessex House, Upper Market Street, Eastleigh, SO50 9FD
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Telephone: 023 8026 9090
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Charging Structure: Commission and fee based.
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Business Areas: Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 4 High Street, Eastleigh, SO50 5LA
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Telephone: 07973 832226
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Fax: 07092 378788
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Charging Structure: Any work that is chargeable will be advised before work is started. An estimation of cost and time scale will be given.
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Business Areas: Commercial Lines, Commercial Mortgages, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, 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: 113 Winchester Road, Chandler's Ford, Eastleigh, SO53 2GH
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Telephone: 023 8025 5444
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Fax: 023 8025 5445
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Charging Structure: We typically charge a percentage of assets under advice which can be deducted from invested monies or paid by fee by cheque by the client or a combination of the two.
We have a very clear Service and Fees document that explains our fees very clearly.
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Business Areas: Commercial Mortgages, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC
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Address: 10 Romsey Road, Eastleigh, SO50 9AL
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Telephone: 023 8065 2152
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Fax: 023 8061 6558
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Charging Structure: Fee based
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Business Areas: Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC, FPC1, FPC2, FPC3
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Address: 59a Leigh Road, Eastleigh, SO50 9DF
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Telephone: 01297 443322
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Fax: 01297 445060
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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, ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC, CFP, CIP, CSP, IMC, LMAPC, MAPC
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