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Address: 34 Moorway, Guiseley, Leeds, LS20 8LD
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Telephone: 01943 871627
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Fax: 01943 884533
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Charging Structure: Fee based
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Business Areas: Group Pensions, Group Protection, ISAs, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: CFP
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Address: Victoria House, Lawnswood Business Park, Redvers Close, Leeds, LS16 6QY
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Telephone: 0113 222 3324
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Fax: 0113 222 3310
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Charging Structure: Fee based
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Business Areas: Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 88 Victoria Road, Morley, Leeds, LS27 8LS
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Telephone: 0113 252 5737
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Charging Structure: Fee based
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Business Areas: Equity release, Group Pensions, Life Assurance, Personal Pensions, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3, LMAPC
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Address: 15 Park Place, Leeds, LS1 2SJ
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Telephone: 0113 237 1979
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Fax: 020 7492 3316
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Charging Structure: Fee based
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Business Areas: Annuities, Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: Bentley Square, Oulton, Leeds, LS26 8JF
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Telephone: 0113 205 9518
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Fax: 0113 205 9511
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Charging Structure: What you will have to pay for us for our Investment,Pensions & Insurance Services.
We offer our clients the options to pay for our Investment,Pensions & Insurance Services advice and services by way of fees,or commission,or through a combination of fees and commission.You will not be charged for anything until we have agreed how we will be paid.
What you will have to pay us for for our Mortgage Services.
For our Mortgage services we offer our clients the option of paying by fees,commission or a combination of fees and commission.
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 95 Aberford Road, Oulton, Leeds, LS26 8SL
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Telephone: 0113 282 5017
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Fax: 0113 282 1112
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Charging Structure: We can work on either a fee basis or a combination of fees and commission.
When people come to us they generally do not realise that what they are requesting could be just in relation to advice and not a product. Sometimes the advice they seek can lead to a product being required, (which often pays a commission).
BUT - these are two seperate things.
Either way our initial meeting is at our cost, (free of charge), so we can establish if you will benefit from our services and for you to decide if you want to deal with us. Once we know what your requirements are, we can discuss what fees might be involved before you commit to anything.
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, 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, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC3
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