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Address: 6 Glenwood, Callow Hill, Virginia Water, GU25 4LW
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Telephone: 01784 477496
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Fax: 01784 436604
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Charging Structure: The first meeting held with the client is always at our expense so as to ascertain what areas of advice are required. Thereafter a strategy will be agreed and implemented with the client.
We can be remunerated either by Fees, Commission or a combination of the two but this will always be agreed with the client at the outset before any work is carried out. Full terms and conditions will be provided at the first meeting.
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Business Areas: EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3
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