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Address: 71 Greatheed Road, Leamington Spa, CV32 6ET
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Telephone: 01788 816964
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Charging Structure: For ~Investment Business you can choose how we are paid. Pay a fee of £60/£100 per hour or we can accept a commission from the provider.For Mortgage Business you can choose how we are paid. Pay a fee of 1% of the loan or we can accept a commission from the provider.
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Business Areas: Commercial Mortgages, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: LMAPC
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Address: 1 Wagstaffe Close, Harbury, Leamington Spa, CV33 9ND
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Telephone: 01926 612781
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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: Commercial Lines, Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 28 Box Close, Whitnash, Leamington Spa, CV31 2QD
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Telephone: 01926 431820
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Fax: 01926 431821
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Charging Structure: Fee or commission
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Business Areas: Corporate Finance, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Unit Trusts
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Financial Qualifications: FPC3
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Address: 15 Dormer Place, Leamington Spa, CV32 5AA
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Telephone: 01926 452440
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Fax: 01926 432008
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Charging Structure: Following an initial meeting which is without obligation and at our expense, we will write to you with the costs associated with our engagement relative to your particular circumstances. You can pay us by fee or commission.
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Business Areas: 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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