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Address: 63 English Street, Dumfries, DG1 2DA
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Telephone: 01387 249304
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Fax: 08717 502698
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, 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, Residential Mortgages, Retirement Planning, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: 68 St Michael Street, Dumfries, DG1 2QF
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Telephone: 01387 240074
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Fax: 08717 502161
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Charging Structure: Fee or commission
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Business Areas: Annuities, Commercial Mortgages, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AdvCeMAP, CertPFS, FPC1, FPC2, FPC3
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Address: Corberry Terrace, Troqueer Road, Dumfries, DG2 7SR
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Telephone: 01387 249997
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Fax: 01387 247770
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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: Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Management of Investments, 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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