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Address: Dolphin House, High Street, Ingatestone, CM4 9DW
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Telephone: 01277 355775
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Fax: 01277 356270
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Charging Structure: With regard to fees we discuss the payment options with our clients and answer any questions they may have. We do not charge anything until the client has agreed how we will be paid. There are two options, the client can pay us a fee for our advice and services, or we can collect commission form the product provider following the sale.
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Business Areas: Annuities, Group Pensions, ISAs, Investment Bonds, Life Assurance, 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: Orchard Manor, Fingrith Hall Lane, Blackmore, Ingatestone, CM4 0JN
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Telephone: 01277 823993
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Fax: 01277 823516
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 7 The Chequers, High Street, Ingatestone, CM4 0DG
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Telephone: 01277 350560
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Fax: 01277 350561
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Charging Structure: Test
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Business Areas: Corporate Finance, EIS, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP
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