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Address: 96 Walton Park, Pannal, Harrogate, HG3 1EJ
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Telephone: 01423 871653
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Fax: 01423 871653
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Charging Structure: Please see our website: www.wadhamfs.co.uk
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Business Areas: Commercial Mortgages, 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, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: CeLTCI, CeMAP, CeRER, CertPFS, DipFA
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Address: 103-105 Station Parade, Harrogate, HG1 1HB
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Telephone: 01423 877960
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Fax: 01423 530337
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Charging Structure: Fee or commission
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Business Areas: Annuities, Corporate Finance, Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC, DipPFS
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Address: 2 Greengate, Cardale Park, Harrogate, HG3 1GY
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Telephone: 01423 534100
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Fax: 01423 534123
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Charging Structure: Fee or commission
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Business Areas: Direct Investments, Equity release, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Residential Mortgages, Retirement Planning, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: The Haining, Dacre Banks, Harrogate, HG3 4EW
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Telephone: 01423 780027
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Charging Structure: Fees or commission. Typical fee 0.35% of the loan amount.
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Business Areas: Personal Protection
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Financial Qualifications: CeMAP, CeRER
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Address: 36 Victoria Avenue, Harrogate, HG1 5PR
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Telephone: 01423 501401
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Fax: 01423 562406
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Charging Structure: Fee based
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Business Areas: Commercial Mortgages, 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 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: CertPFS, DipFA, FPC1, FPC2, FPC3
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