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Address: Avallenau House, Avallenau Drive, Merlins Bridge, Haverfordwest, SA61 1XN
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Telephone: 01437 899833
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Fax: 01437 772229
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Charging Structure: For most investment business we chose to decline all initial commission from the provider. This is set against any initial investment charges to get our clients off to a great start. We charge our client directly per hour for our work, once the client has agreed to this.
For most Commercial Finance Business we charge around 1% of the finance value, once agreed with the client.
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Business Areas: Commercial Lines, Direct Investments, EIS, Ethical investments, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3, IMC
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Address: 13 Dew Street, Haverfordwest, SA61 1ST
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Telephone: 01437 767103
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Fax: 01437 767765
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Charging Structure: Pay by fee or commision.
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Business Areas: Commercial Lines, Commercial Mortgages, Direct Investments, Equity release, 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, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: LMAPC
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Address: 46 High Street, Haverfordwest, SA61 2DA
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Telephone: 01437 768786
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Fax: 01437 762651
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Charging Structure: Commission based
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Business Areas: Commercial Mortgages, Residential Mortgages
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Financial Qualifications: No records held.
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