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Address: 18 Wynmore Avenue, Bramhope, Leeds, LS16 9DE
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Telephone: 0113 230 0449
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Fax: 0113 230 0308
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Charging Structure: Fee or commission
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Business Areas: Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 86 Wigton Lane, Leeds, LS17 8RZ
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Telephone: 07921 528499
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Fax: 0113 288 6682
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Charging Structure: Fee or commission
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Business Areas: Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: CeMAP, CertPFS, LMAPC
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Address: 6-7 Feast Field, Horsforth, Leeds, LS18 4TJ
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Telephone: 01246 570078
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Fax: 0113 243 0193
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Business Areas: Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: CFP
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Address: Bridgewater Place, Water Lane, Leeds, LS11 5BZ
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Telephone: 01275 847559
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Corporate Finance, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: CeLTCI, CeMAP, CertPFS, DipPFS, FPC1, FPC2, FPC3, LMAPC
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Address: The Grove Manse, Town Street, Horsforth, Leeds, LS18 4RJ
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Telephone: 0113 258 3253
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Fax: 0113 520 3253
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Charging Structure: The first element is the arrangement of the initial financial plan. The default charging position for this is hourly based, in accordance with the expertise of the staff member carrying out the work. The second element of the service is to enter into an ongoing service agreement with the client whereby fees are charged on an assets under management ("AUM") basis, subject to a minimum annual charge.
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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: AFPC, CFP, FPC1, FPC2, FPC3
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