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Address: 8 Greenfield Crescent, Birmingham, B15 3BE
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Telephone: 0121 685 5060
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Fax: 0121 685 5065
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Charging Structure: Fee or commission
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Business Areas: Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, SIPP, Unit Trusts
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
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Address: 125 Marlborough Road, Castle Bromwich, Birmingham, B36 0EL
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Telephone: 0121 730 3184
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Fax: 0121 730 3184
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Charging Structure: For our mortgage advice we can charge a fee of typically 0.50% of the loan amount, or we can receive commission from the lender.
Our first consultation is free of charge and there is no obligations there after.
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Business Areas: Commercial Lines, Commercial Mortgages, Group Protection, Life Assurance, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: AdvCeMAP
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Address: Ashley House, 1143 Stratford Road, Hall Green, Birmingham, B28 8AU
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Telephone: 0121 325 6950
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Fax: 0121 778 3206
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Charging Structure: Fee or commission
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Business Areas: Annuities, Direct Investments, EIS, Ethical investments, 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, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: Cornwall House, 31 Lionel Street, Birmingham, B3 1AP
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Telephone: 08450 178303
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Fax: 08450 178304
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Charging Structure: We work with clients on an explicit fee basis or use commission payments to offset advice based fees. The basis used is as agreed at outset with our clients according to what they feel most comfortable with.
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Business Areas: EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, 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: Cambrai Court, 1229 Stratford Road, Hall Green, Birmingham, B28 9AA
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Telephone: 03305 552575
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Fax: 01527 458727
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Charging Structure: First meetings are without cost or obligation. Once appointed we are paid only by fees and these are always fixed amounts and always agreed in advance. For ongoing work we charge a fixed monthly amount, again this will be agreed in advance. Initial investigatory work and preparation of a cashflow planning forecast will cost £500 to £1,500 depending on complexity and number of contracts involved. Ongoing fees range from £100 to £1,000 per month.
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Business Areas: Direct Investments, EIS, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP
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