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Address: 92 Glenfield Drive, Great Doddington, Wellingborough, NN29 7TE
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Telephone: 01933 275557
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Fax: 01933 274980
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Charging Structure: Fee or commission
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Business Areas: Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC
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Address: 55 Lea Way, Wellingborough, NN8 3NS
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Telephone: 01858 575121
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Fax: 01858 575121
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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: Commercial Lines, Commercial Mortgages, 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: FPC1, FPC2, FPC3
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Address: Manor Farm, Wymington Road, Podington, Wellingborough, NN29 7HP
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Telephone: 01933 315698
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Fax: 08446 867709
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Charging Structure: Please see our pre-meeting documents at http://www.theinvestmentcoach.co.uk
(and click on the 'pre-meeting documents' link)
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Business Areas: Corporate Finance, Direct Investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
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