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Address: 1 Maudlyn House, Maudlyn Park Way, Bramber, Steyning, BN44 3PY
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Telephone: 01903 879068
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Fax: 08707 061435
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: Spithandle Barn, Spithandle Lane, Wiston, Steyning, BN44 3DY
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Telephone: 08458 882988
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Fax: 08458 882989
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Charging Structure: Our financial plans start from £2,500.
For arranging investment products we charge an initial fee of 1% and an ongoing fee of 1% per annum. Our minimum initial and ongoing fee is £2,500.
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Business Areas: Direct Investments, EIS, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, FPC1, FPC2, FPC3
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