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Address: 11 Barley Croft, Stoke Heath, Bromsgrove, B60 3QG
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Telephone: 01527 558884
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Fax: 08715 227655
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Equity release, Life Assurance, Personal Protection, Residential Mortgages
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Financial Qualifications: CeMAP
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Address: 5 Sandown Drive, Catshill, Bromsgrove, B61 0SD
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Telephone: 07870 571151
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Fax: 01527 577624
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: CFP, CeMAP, DipPFS, FPC1, FPC2, FPC3
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Address: 7 The Croft, Buntsford Drive, Stoke Heath, Bromsgrove, B60 4JE
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Telephone: 01527 889740
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Fax: 01527 889741
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Charging Structure: agreed with Individual - either fees/commissions or combination of both. Agreed up front and explicitly detailed.
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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: CertPFS, DipPFS, FPC1, FPC2, FPC3
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Address: St. Johns House, 16 Church Street, Bromsgrove, B61 8DN
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Telephone: 01527 577775
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Fax: 01527 577624
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Charging Structure: Commission based
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Business Areas: Direct Investments, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Unit Trusts
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Financial Qualifications: CeMAP, CertPFS, DipPFS, FPC1, FPC2, FPC3
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Address: PO Box 7586, Bromsgrove, B61 0AA
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Telephone: 01527 875345
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Fax: 08715 048165
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Charging Structure: We are happy to be paid by fees or commissions. Usually we offer a free initial consultation.
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Business Areas: Commercial Mortgages, Corporate Finance, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CertMA, FPC1, FPC2, FPC3
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