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Address: 2 Grove Road, Fareham, PO16 7TE
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Telephone: 01329 280661
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Fax: 01329 280665
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Charging Structure: Fee or commission
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Business Areas: ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 25 Barnes Wallis Road, Fareham, PO15 5TT
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Telephone: 01489 569485
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Fax: 01489 569486
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Charging Structure: Paying by a combination of fee and commission (through product charges).
In some circumstances, we may charge you a combination of fee and commission. The fee will not exceed the rates shown in our Key Facts - about our services and costs document. We will agree the rate we will charge before beginning work and we will tell you if you have to pay VAT. The fee will become payable on completion of our work. You may ask us for an estimate of how much in total we might charge. You may also ask us not to exceed a given amount without checking with you first. We will tell you how much the commission will be before you complete an investment, but you may ask for this information earlier. Where we charge a combination of fees and commission, our maximum rates are set out in the fee information and the commission sections our Key Facts - about our services and costs document.
In addition to the above we may charge a fee on a different basis for a specific transaction or project but we will agree this with you in advance.
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Business Areas: Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3, MAPC
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Address: 61 High Street, Fareham, PO16 7BG
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Telephone: 01329 828266
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Fax: 01329 828242
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Charging Structure: Fee or commission
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Business Areas: 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: 3 Turnberry House, 4400 Parkway, Whiteley, Fareham, PO15 7FJ
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Telephone: 08444 488800
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Charging Structure: Commission based
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Business Areas: Commercial Mortgages, Group Protection, Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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Address: 3500 Parkway, Whiteley, Fareham, PO15 7AL
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Telephone: 014895603530
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Fax: 01489 579695
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Charging Structure: Payment for my services will either be through commission from the product provider, a fee payable directly by the client, or a combination of both. The payment route will be discussed in full at the initial meeting with the client (which is at no cost nor obligation) as part of going through our Initial Disclosure Document (IDD) which tells you all about our services and how we get paid.
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Business Areas: Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products
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Financial Qualifications: No records held.
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Address: Katana House, Fort Fareham Industrial Site, Newgate Lane, Fareham, PO14 1AH
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Telephone: 01329 827055
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Fax: 01329 231943
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3, LMAPC
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