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Address: The Spinney, Mount Pleasant, Childswickham, Broadway, WR12 7JA
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Telephone: 01386 41228
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Fax: 01527 577624
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Charging Structure: I work on a fee or commission basis as agreed with each individual client.
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Business Areas: 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 Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CeMAP, DipPFS, FPC1, FPC2, FPC3
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