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Address: 2-4 York Buildings, Bridgwater, TA6 3BS
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Telephone: 01278 439494
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Fax: 01278 439495
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 35 High Street, Bridgwater, TA6 3BG
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Telephone: 01278 446767
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Fax: 01278 445222
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Business Areas: Equity release, Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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Address: 46 North Street, Bridgwater, TA6 3PN
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Telephone: 01278 446444
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Fax: 01278 422120
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Charging Structure: No cost for initial meeting. Prefer agreed fee for on-going service.
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Business Areas: Direct Investments, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Life Assurance, Longterm care, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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