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Address: 79 Regent Street, Moulton, Northwich, CW9 8NX
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Telephone: 01606 869600
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Fax: 01606 333777
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Charging Structure: We are able to offer clients the option of paying for our services via fees, commission or a combination of the two
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Business Areas: Group Pensions, ISAs, Investment Bonds, Investment Trusts, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: Drake House, Gadbrook Park, Rudheath, Northwich, CW9 7RA
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Telephone: 01606 369000
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Fax: 01606 338924
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Charging Structure: Fee or commission
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Business Areas: Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 4 Wyndham Close, Northwich, CW9 8UL
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Telephone: 01606 810724
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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 Mortgages, Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 6 Shavington Way, Northwich, CW9 8FH
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Telephone: 01606 40250
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Fax: 01606 40250
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Charging Structure: For mortgage advice a typical mortgage fee is 0.5% of the loan* - the lender usually pays this. Other fee / commission options available and agreeable in advance on the types of business.
*This is usually paid by the lender
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Business Areas: Group Pensions, ISAs, Investment Bonds, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Unit Trusts
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Financial Qualifications: No records held.
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