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Address: 24 Randle Meadow, Great Sutton, Ellesmere Port, CH66 2LB
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Telephone: 0151 512 3415
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Fax: 08717 000010
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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 Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: No records held.
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Address: 422 Chester Road, Little Sutton, Ellesmere Port, CH66 3RB
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Telephone: 08456 430381
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Fax: 08456 430382
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3, MAPC
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Address: 323 Chester Road, Little Sutton, Ellesmere Port, CH66 3RF
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Telephone: 0151 339 8181
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Fax: 0151 347 1791
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Charging Structure: We work on a fee basis, but make ourselves available for an initial consultation without charge, at that stage we will explain our fees and the options for paying them
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Business Areas: Direct Investments, 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, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: No records held.
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