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Address: 7 Laburnum Close, Ferndown, BH22 9TX
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Telephone: 01202 891852
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Fax: 07976 370797
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
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Address: 6 Princes Court, Princes Road, Ferndown, BH22 9JG
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Telephone: 01202 862080
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Fax: 01202 891271
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Equity release, Group Pensions, Group Protection, Investment Bonds, Life Assurance, 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: 63 Queens Close, West Moors, Ferndown, BH22 0HN
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Telephone: 020 7516 0333
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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: ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: No records held.
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