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Address: 32 Weaver Moss, Sandhurst, GU47 9BQ
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Telephone: 01344 648376
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Fax: 07092 026657
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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, Corporate Finance, Equity release, Ethical investments, Group Pensions, Group Protection, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3, MAPC
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