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Address: Unit 4 Court Farm Barns, Medcroft Road, Tackley, Kidlington, OX5 3AL
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Telephone: 01869 331469
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Fax: 01869 331472
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Charging Structure: We are fuly fee based. Because what we do is tailored specificlly to each client we do not have a standard tarif. First we get to know you and a clear idea of what you are seeking. Then we would define the work to be done and quote a fee for carrying it out. If any commission arises we offset the commission against our fees.
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Business Areas: Direct Investments, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
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