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Address: 46 Wold Street, Norton, Malton, YO17 9AA
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Telephone: 01653 693478
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Fax: 08712 426735
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Charging Structure: Initial appointment is free. Fees are £75 per hour and the client can choose to offset any commission generated if they wish. We accept the procuration fee/commission offered by the tender and only charge a fee if there is none offered by the lender.
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Business Areas: Annuities, Commercial Lines, Ethical investments, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CeMAP
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