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Address: Yalbury, Main Road, Wycombe, Melton Mowbray, LE14 4QJ
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Telephone: 01636 526808
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Charging Structure: We charge either hourly fees, set fees or we can use commission, where appropriate, to fund our time and costs.
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Business Areas: 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, Unit Trusts
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Financial Qualifications: CertPFS
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Address: 20 Norman Way, Melton Mowbray, LE13 1JE
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Telephone: 01664 483124
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Fax: 01664 483125
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Charging Structure: Fee or commission
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Business Areas: Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Unit Trusts
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Financial Qualifications: No records held.
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Address: Leicester Road, Melton Mowbray, LE13 0DB
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Telephone: 01664 414141
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Fax: 01664 414040
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Charging Structure: Commission based
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Business Areas: Personal Protection, Unit Trusts
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Financial Qualifications: No records held.
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Address: 2 Main Street, Thorpe Satchville, Melton Mowbray, LE14 2DQ
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Telephone: 01664 840677
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Fax: 01664 840034
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Charging Structure: The practise charges fees after agreement with a client, for both administration of their portfolios and financial planning requirements. Commissions, if involved, are always negotiated in liew of fees, if that is a requirment of the client
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Business Areas: EIS, Ethical investments, Group Pensions, 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: FPC1, FPC2, FPC3
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