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Address: Mill Street, Sutton Coldfield, B72 1TJ
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Telephone: 08450 139319
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Fax: 0121 362 1010
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Charging Structure: We work for either fees, commissions or a combinateion of both at the client's discretion.
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Business Areas: Group Pensions, ISAs, Investment Bonds, Investment Trusts, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, SIPP, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: Warwick House, 18 Forge Lane, Minworth Industrial Park, Minworth, Sutton Coldfield, B76 1AH
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Telephone: 08000 850596
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Fax: 0121 313 2252
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Direct Investments, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 1 Yew Tree Villas, Sheffield Road, Sutton Coldfield, B73 5HB
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Telephone: 0121 386 4680
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Fax: 08717 143015
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Charging Structure: All work undertaken on an agreed cost basis.
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Business Areas: Direct Investments, EIS, Ethical investments, 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, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC
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Address: 54 Breeden Drive, Curdworth, Sutton Coldfield, B76 9HJ
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Telephone: 01675 475256
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Fax: 07006 074376
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 15 Meadowside Road, Sutton Coldfield, B74 4SL
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Telephone: 05602 909737
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Fax: 08717 000010
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Charging Structure: The first meeting is free of charge so you can discuss your needs fully with piece of mind. Also there are no obligations and this gives you the chance to see if you have confidence in the adviser and if they are right for you.
We are able to work to your needs and can agree fee based work or if you wish I can work on receiving a commission from the product provider should you so wish. Any costs and charges would be made clear to you before our second meeting and before proceeding with any business transactions.
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Business Areas: EIS, Equity release, Group Pensions, ISAs, Investment Bonds, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 37 Heathlands Road, Sutton Coldfield, B73 5DY
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Telephone: 0121 240 8275
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Fax: 08717 000010
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Charging Structure: Purely at clients discretion. Will always agree prior to any work being undertaken.
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Business Areas: Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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