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Address: Stonebank, Ayside, Grange-over-Sands, LA11 6HY
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Telephone: 01539 531419
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Fax: 08714 334043
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Charging Structure: We charge either a fee or commission, or a combination of both.
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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, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: CeLTCI, CeMAP, CertPFS, FPC1, FPC2, FPC3, LMAPC
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