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Address: 85 Queen Street, Exeter, EX4 3RP
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Telephone: 01392 436444
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Fax: 01392 420856
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, 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: Aston Court, Pynes Hill, Exeter, EX2 5AZ
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Telephone: 01392 201120
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Fax: 01392 678640
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Charging Structure: Fee based
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Business Areas: Direct Investments, Equity release, Group Pensions, Group Protection, 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: FPC1, FPC2, FPC3
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Address: 54 Tollards Road, Exeter, EX2 6JH
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Telephone: 08452 265961
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Fax: 08458 072261
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Charging Structure: We do not normally charge a fee for mortgage advice, however this will be dependent on your circumstances. If a fee is charged our typical fee is 0.5% of the loan amount.
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Business Areas: Commercial Mortgages, Equity release, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: CeMAP, CeRER
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Address: 25 Okehampton Street, Exeter, EX4 1DY
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Telephone: 01392 216344
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Fax: 01392 436544
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Charging Structure: A £50.00 administration fee may be payable at the outset of a mortgage application and a broker fee of zero to 1% may be payable on receipt of a mortgage offer (normally deferred until completion). We may also receive commissiion from mortgage lenders.
We reserve the right to charge an agreed fee to safeguard our independence and to ensure unbiased advice.
Any fee is fully disclosed and agreed prior to commencement of a mortgage application
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Business Areas: Commercial Mortgages, Personal Lines, Residential Mortgages
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Financial Qualifications: CeMAP, FPC1, FPC2, FPC3
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Address: Rydon House, Pynes Hill, Exeter, EX2 5AZ
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Telephone: 0117 933 0710
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Fax: 08707 620763
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Charging Structure: We offer advice based either on commissions, or fees, or a combination of both. Fees are based on the type pf work we carry out and typically range from £100 per hour upwards, or can be on an agreed fixed basis at outset, or based upon the level of assets under advice.
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Business Areas: Direct Investments, Equity release, Group Pensions, Group Protection, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Structured Products, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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