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Address: 53 Cam Green, Cam, Dursley, GL11 5HL
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Telephone: 01453 548454
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Fax: 08701 356258
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Charging Structure: Clients can choose between retainer and no initial commission, retainer and initial commission, fees only or commission only.
Fee levels are agreed at outset and depend upon type of advice, level of advice and level of service.
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of 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: DipPFS
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Address: 10 Parsonage Street, Dursley, GL11 4EA
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Telephone: 01453 549911
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Fax: 01453 542985
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Charging Structure: Fee or commission
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Business Areas: Direct Investments, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Unit Trusts
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Financial Qualifications: CeMAP, FPC3
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