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Address: Chiltern House, 45 Station Road, Henley-on-Thames, RG9 1AT
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Telephone: 08450 535428
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Fax: 08450 535429
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Charging Structure: Fee or commission
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Business Areas: Personal Pensions, Personal Protection
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 10 Station Road, Henley-on-Thames, RG9 1AY
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Telephone: 01491 578207
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Fax: 01491 578918
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Charging Structure: We operate a fully transparent approach to our remuneration. The options are:-
1. Hourly charge
2. One off fee
3. Commission only
4. Commission offset
5. Fund based charge
6. A mixture of the above
The first meeting we have with prospective clients is conducted at our expense and there is no obligation to use our services.
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Business Areas: Direct Investments, 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, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC, CFP
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Address: 30 Hart Street, Henley-on-Thames, RG9 2AU
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Telephone: 01491 578999
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Fax: 01491 578003
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Charging Structure: Fee or commission
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Business Areas: Annuities, Commercial Lines, Commercial Mortgages, Direct Investments, EIS, 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, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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