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Address: 45 Lindley Avenue, Southsea, PO4 9NT
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Telephone: 023 9282 7289
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Fax: 08714 291540
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, EIS, 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, VCT
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 49 Collins Road, Southsea, PO4 9NY
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Telephone: 023 9229 7977
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Fax: 023 9229 7977
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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: Annuities, Commercial Mortgages, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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