|
Address: Eden House, 2 The Crescent, Carlisle, CA1 1QN
|
|
Telephone: 01228 597986
|
|
Fax: 01228 598526
|
|
Charging Structure: The company offer's an initial consultation without charge and our fees are agreed in writing prior to any work being carried out on your behalf.
|
|
Business Areas: Commercial Mortgages, Corporate Finance, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
|
|
Financial Qualifications: AFPC, AdvCeMAP, CFP, CeCM, CeMAP, CeRCC, CeRCH, CeRER, CeRGI, CeSRE, FPC1, FPC2, FPC3
|
|
Address: Pacific House, Fletcher Way, Parkhouse, Carlisle, CA3 0LJ
|
|
Telephone: 01228 210100
|
|
Charging Structure: Initial meetings are without charge or obligation to the client, thereafter by mutually agreed arrangement.
|
|
Business Areas: Commercial Lines, Corporate Finance, Direct Investments, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
|
|
Financial Qualifications: AFPC, CeMAP, DipPFS
|
|