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Address: 14 Westlake Crescent, Wivenhoe, Colchester, CO7 9RZ
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Telephone: 01206 823953
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Fax: 01992 577966
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Charging Structure: You may pay for our services by fees or through commissions. Our first meeting with you will be completely free and without any obligation whatsoever.
We will ensure that you are fully aware of the costs of our advice before we agree to work together and we will give you a client agreement and a fee agreement to underpin this. We firmly believe that full disclosure and understanding are the foundations on which our mutual trust will be built.
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Business Areas: Corporate Finance, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, 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
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Financial Qualifications: CeMAP, CeRER, DipPFS, FPC1, FPC2, FPC3
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Address: 11 Hugh Dickson Road, Colchester, CO4 5DD
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Telephone: 01206 851212
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Fax: 01206 752724
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Charging Structure: With regard to fees we discuss the payment options with our clients and answer any questions they may have. We do not charge anything until the client has agreed how we will be paid. There are two options, the client can pay us a fee for our advice and services, or we can collect commission form the product provider following the sale.
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Business Areas: Direct Investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CeMAP, FPC1, FPC2, FPC3
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Address: The Colchester Centre, Hawkins Road, Colchester, CO2 8JX
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Telephone: 01206 266882
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Fax: 01206 266885
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Charging Structure: We are fee based and agree all fees in advance; all fees are fixed.
You can either pay us a fee for advice and we take no commission from products, which makes them cheaper; alternatively, you can use commission to offset our fee. If there is any excess, this will be retained against future work; if there is a shortfall you will be liable for the difference.
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Business Areas: Commercial Mortgages, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: Fornham House, 227 London Road, Stanway, Colchester, CO3 8PB
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Telephone: 01449 776354
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Fax: 01449 614628
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: CeMAP
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Address: Bentley House, Forge Lane, Great Bentley, Colchester, CO7 8GD
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Telephone: 01206 257501
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Fax: 08700 631072
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Equity release, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, SIPP, Unit Trusts
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Financial Qualifications: CFP, CeFA, CeLTCI, CeMAP, CeRER, FPC1, FPC2, FPC3
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