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Address: 27b High Street, Shaftesbury, SP7 8JE
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Telephone: 01747 854566
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Fax: 01722 414191
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Charging Structure: We always offer our clients the choice
of paying by commission or by fee.
In order to give you the most appropriate advice, we need to understand your circumstances in some depth. To do this
we will ask you to fill in our financial questionnaire in detail.
Once we have received your questionnaire we will schedule an appointment with you so we can discuss your circumstances. At this meeting we will normally complete an &£8216;attitude to risk questionnaire&£8217;, discuss
your ethical concerns, explain our services and discuss any charges.
The initial consultation is free and you are under
no obligation to proceed.
Your adviser will summarise their recommendations in
a clear, easy-to-read report. The report is
always open to further discussion.
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Business Areas: Commercial Mortgages, EIS, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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