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Address: 2 Willow Street, Ellesmere, SY12 0AQ
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Telephone: 01691 624866
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Charging Structure: We charge fees or on a clients request accept commission in lieu or we can take commission if the client is in favour of such a renumeration package. Our charges are completely negotiable but as a general rule they are £100 an hour for professional services such as research and advice and £25 an hour for administrative duties. We have found our clients prefer for us to offer a capped system to limit these hourly fees which we are very happy to offer under some circumstances. We can also work on a retainer basis or on a flat fee basis. We aim to give you very good service at a lower than average cost. Our mission is to build long term relationships for many years.
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Business Areas: Commercial Lines, 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 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: CertMA, CertPFS, DipPFS, FPC1, FPC2, FPC3
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Address: 24 Watergate Street, Ellesmere, SY12 0EU
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Telephone: 01691 624144
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Fax: 01691 624133
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Charging Structure: Fee or commission
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Business Areas: Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: DipPFS
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