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Address: The Technocentre, Coventry University Technology Park, Puma Way, Coventry, CV1 2TT
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Telephone: 08450 179578
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Fax: 08450 179579
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Charging Structure: Not all firms charge for advice in the same way. We will discuss your payment options with you and answer any questions you have. We will not charge you anything until you have agreed how we are to be paid.
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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, DipPFS, FPC1, FPC2, FPC3
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Address: Business Innovation Centre, Binley Business Park, Harry Weston Road, Coventry, CV3 2TX
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Telephone: 024 7644 0124
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Charging Structure: We work on a fee or commission basis with an initial consultation offered to you at no cost or obligation.
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Business Areas: Group Pensions, Group Protection, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: Regent House, 430-432 Kenilworth Road, Balsall Common, Coventry, CV7 7DN
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Telephone: 01676 532210
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Fax: 01676 532520
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Charging Structure: Fee or commission
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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, Unit Trusts
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Financial Qualifications: No records held.
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Address: Unit 9 Elm Court, Meriden Business Park, Copse Drive, Coventry, CV5 9RG
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Telephone: 01676 521111
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Fax: 01676 521122
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Charging Structure:
How we are paid
On receiving your enquiry/referral, we invite you to come to our offices (or if this is not possible at your place of work or home) for a preliminary meeting.
First Meeting
The purpose of this meeting is firstly to establish whether we are able to assist with your needs and help you meet your objectives. We will also discuss how we will be paid for our counsel and services once you have instructed us to proceed. There is no charge for this preliminary meeting, and no obligation on either side. Please note that we do not automatically act for anyone who wants us to.
Our Fees
We work on a fee basis, either at our standard hourly rate or for a fixed fee for an agreed plan of work. At all times, we will ensure that you are fully aware of any costs involved, before a commitment is made. Fees may attract an additional VAT charge, but do not presently.
Commission
Our fees are typically collected via our clients' Wrap Accounts, but where a non-Wrap investment house or insurance company is recommended,we may be paid commission by them, rebating any excess over and above our fees to our clients. We will always tell you about any commission we earn, and it will be taken into account in working out our fee.
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Business Areas: Direct Investments, EIS, 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, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, DipPFS, FPC1, FPC2, FPC3
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Address: 24 Skipworth Road, Binley, Coventry, CV3 2XA
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Telephone: 024 7617 0096
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Fax: 08717 150680
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Charging Structure: We usually charge a fee to advise upon and arrange your mortgage.
This fee will depend upon the nature and complexity of your case.
Any such fees will be advised to you and your written agreement sought before you proceed.
We usually charge a fixed fee with a portion of the fee payable at the outset and the balance upon issue of the mortgage offer.
For example if we charge a fee of £500 we will usually take £200 at the outset and £300 upon issue of the mortgage offer.
We will also usually receive a commission from the lender.
As independent mortgage brokers we also offer the option to rebate back to you the commission we are paid by the lender.
If you wish to take this option we will charge a 1% arrangement fee. 0.25% of this fee is to be paid at the outset and 0.75% to be paid upon issue of the mortgage offer.
If we cannot obtain you a mortgage we do not charge any fees.
We do not charge a broker fee to arrange bridging, asset finance or insurance.
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Business Areas: Commercial Lines, Commercial Mortgages, Group Protection, Longterm care, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: CeMAP
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