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Results for: EXETER

8 matches found, 5 displayed

For a detailed search by postcode proximity and type of advice in EXETER click here.


Adviser info:
Investments Mortgages Insurance Protection
business & professional support services ltd — EX4 3RP
Address:  85 Queen Street, Exeter, EX4 3RP
Telephone:  01392 436444
Fax:  01392 420856
Charging Structure:  Fee or commission
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
Financial Qualifications:  No records held.


Adviser info:
Investments Mortgages Insurance Protection
queensgate personal investment management — EX2 5AZ
Address:  Aston Court, Pynes Hill, Exeter, EX2 5AZ
Telephone:  01392 201120
Fax:  01392 678640
Charging Structure:  Fee based
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
Financial Qualifications:  FPC1, FPC2, FPC3


Adviser info:
Mortgages Insurance Protection
professional mortgage services — EX2 6JH
Address:  54 Tollards Road, Exeter, EX2 6JH
Telephone:  08452 265961
Fax:  08458 072261
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.
Business Areas:  Commercial Mortgages, Equity release, Personal Lines, Personal Protection, Residential Mortgages
Financial Qualifications:  CeMAP, CeRER


Adviser info:
Mortgages Insurance
westexe mortgage solutions ltd — EX4 1DY
Address:  25 Okehampton Street, Exeter, EX4 1DY
Telephone:  01392 216344
Fax:  01392 436544
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
Business Areas:  Commercial Mortgages, Personal Lines, Residential Mortgages
Financial Qualifications:  CeMAP, FPC1, FPC2, FPC3


Adviser info:
Investments Mortgages Insurance Protection
the falcon group ltd — EX2 5AZ
Address:  Rydon House, Pynes Hill, Exeter, EX2 5AZ
Telephone:  0117 933 0710
Fax:  08707 620763
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.
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
Financial Qualifications:  FPC1, FPC2, FPC3