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Address: 44 Maes-y-Deri, Gowerton, Swansea, SA4 3GJ
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Telephone: 01792 873183
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Fax: 01792 873183
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Charging Structure: We will pre-agree with client our remuneration by fees, commission or a combination of both.
For all fee work an estimate of the time and likely fee payable will be provided in advance before any work is carried out on the clients behalf.
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Business Areas: Commercial Mortgages, Direct Investments, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Lines, Personal Pensions, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 144 Walter Road, Swansea, SA1 5RW
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Telephone: 01792 543500
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Fax: 01792 543501
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Charging Structure: We do not charge fees either for advice or placing of mortgages.
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Business Areas: Commercial Mortgages, Personal Protection, Residential Mortgages
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Financial Qualifications: AFPC, LMAPC
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Address: Axis 7 Axis Court, Mallard Way, Riverside Business Park, Swansea Vale, Swansea, SA7 0AJ
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Telephone: 01792 480001
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Fax: 01792 344410
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Corporate Finance, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 48 Newton Road, Mumbles, Swansea, SA3 4BQ
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Telephone: 08450 048224
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Fax: 08701 300747
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Charging Structure: Fee or commission
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Business Areas: Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 24 Slade Gardens, West Cross, Swansea, SA3 5QP
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Telephone: 07971 555729
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Fax: 01443 475009
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Charging Structure: Fee or commission
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Business Areas: Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: No records held.
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Address: Suite 4, Acorn House, Phoenix Business Centre, Lion Way, Swansea Enterprise Park, Swansea, SA7 9FZ
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Telephone: 07887 861798
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Fax: 01792 790039
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Charging Structure: INITIAL CONSULTATION FREE FINANCIAL REVIEW
FEES OR COMMISSION
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, 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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