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Address: Kinnetic Business Centre, Theobald Street, Borehamwood, WD6 4PJ
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Telephone: 020 8387 1231
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Fax: 020 8387 1235
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Charging Structure: Fee based
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Business Areas: Direct Investments, 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, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: Elstree House, Elstree Way, Borehamwood, WD6 1SD
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Telephone: 08452 241944
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Fax: 020 8624 6062
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Charging Structure: Fee based
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Business Areas: Commercial Mortgages, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Longterm care, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CertMA, CertPFS, FPC1, FPC2, FPC3, MAPC
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Address: Elstree House, Elstree Way, Borehamwood, WD6 1SD
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Telephone: 020 8207 3155
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Fax: 020 8207 6663
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Charging Structure: Not all firms charge for advice in the same way. We offer an initial discussion (without charge) when we will describe our services, discuss your payment options with you and answer any questions you have. We will not charge you anything until you have agreed how we are to be paid. We offer the following options:
Payment by fee, in accordance with our fee schedule. In this case we will pass on to you the full value of any commission that we receive.
Payment by commission from the product provider (which may reduce the amount left for investment). We will tell you how much the commission will be before you complete an investment, but you may ask for this information earlier.
Payment by a combination of commission and fee.
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Business Areas: Commercial Mortgages, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: CeMAP, CeRER, CertPFS
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Address: Clarendon House Business Centre, 125 Shenley Road, Borehamwood, WD6 1AG
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Telephone: 020 8207 7368
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Fax: 020 8207 7369
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Group Pensions, Life Assurance, Longterm care, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Structured Products, Unit Trusts
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Financial Qualifications: CeMAP, FPC1
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Address: Elstree Business Centre, Elstree Way, Borehamwood, WD6 1RX
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Telephone: 020 8236 0007
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Fax: 020 8236 0009
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Charging Structure: Fee based
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Business Areas:
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Financial Qualifications: No records held.
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