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Address: 136 Highgate, Kendal, LA9 4HW
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Telephone: 01539 732377
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Fax: 01539 731388
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Charging Structure: Commission or fee charging basis available
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Business Areas: Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, FPC1, FPC2, FPC3
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Address: 19 Kirkland, Kendal, LA9 5AF
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Telephone: 01539 730382
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Fax: 01539 732725
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Charging Structure: Fee based
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Business Areas: Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, Unit Trusts
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Financial Qualifications: No records held.
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Address: 46 Sedbergh Road, Kendal, LA9 6BE
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Telephone: 01539 735358
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Fax: 01539 764222
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Charging Structure: Fee based
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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