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Address: PO Box 3785, Bath, BA2 2WZ
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Telephone: 01225 311089
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Fax: 08707 620135
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Charging Structure: Fee or commission
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Business Areas: Life Assurance, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 30 Forester Road, Bath, BA2 6QE
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Telephone: 01225 336486
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Fax: 01225 314147
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Charging Structure: Fee or commission
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Business Areas: Annuities, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 2 Wood Street, Bath, BA1 2JQ
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Telephone: 01225 325871
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Fax: 01225 330209
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Charging Structure: All of our services are free to our clients as we are paid by the chosen lender.
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Business Areas: Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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Address: 5 Gay Street, Bath, BA1 2PH
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Telephone: 01225 442262
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Fax: 01225 442263
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Charging Structure: Fees are bespoke depending on level of advice and the qualification of the advisor required. We can operate on fees and commission however commission is only used to offset the applicable fee and is not available in all cases.
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Business Areas: Commercial Mortgages, 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, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: DipPFS, FPC1, FPC2, FPC3
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Address: 3 Fountain Buildings, Bath, BA1 5DU
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Telephone: 01225 442020
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Charging Structure: We do not charge upfront fee's and look to provide quality advice and the cost is based on the amount of work required.
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Business Areas: Commercial Lines, 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 Lines, 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: CFP, CertMA, DipPFS
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