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Address: 1 Tor View, Barbican Hill, Looe, PL13 1DZ
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Telephone: 01503 264170
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Fax: 01503 775887
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Charging Structure: The first half hour consultation is free.
It is then you or your company who decides how we should be remunerated, by fee, commission or even an annual retainer, the choice is yours.
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, 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: CeMAP, CertPFS
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Address: Barbican Parade, Barbican, Looe, PL13 1EZ
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Telephone: 01503 265074
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Fax: 01503 263617
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Equity release, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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