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Address: Rowhurst Wood, Oxshott Road, Leatherhead, KT22 0EN
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Telephone: 01372 844344
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Fax: 01372 844530
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Charging Structure: Most business is conducted by receiving commission from the product provider, although we do reserve the right to charge a fee, especially in relation to mortgage advice which would not normally exceed 0.5- 1% of the loan advance.
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Business Areas: Commercial Mortgages, Group Pensions, Group Protection, Investment Bonds, 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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Address: Cameron House, 33 Church Street, Leatherhead, KT22 8EQ
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Telephone: 01372 374444
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Fax: 01372 378016
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Corporate Finance, EIS, Equity release, 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, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, CIP, CSP, FPC1, FPC2, FPC3, IAQ, ICFA, IFQ, IMC, LMAPC, MAPC
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