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Address: Unit 20, Old Mill Square, Storrington, Pulborough, RH20 4NQ
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Telephone: 01243 787627
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Fax: 01903 744508
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Charging Structure: paying us
The first meeting is carried out at our expense. At that meeting, we agree what services are to be provided. We usually agree a fixed price for each service offered and always give you the choice of how to pay us. Where commission is available to us as a result of the implementation of an investment, pension or insurance policy, you can choose to use this commission to pay part or all of our fee. Where the commission available exceeds the fee, the surplus can be re-invested on your behalf.
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Business Areas: Direct Investments, 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, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC
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