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Address: Summerhill, Silecroft, Millom, LA18 4NY
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Telephone: 01229 775465
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Fax: 01229 775465
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Charging Structure: How do we get Paid? The initial consultation/meeting is always free and at our expense; it will not cost you a penny and can take as long as you need.
We will always agree with you in advance how we will get paid for our advice and ongoing service. As an Independent Financial Adviser, we can be paid by fees, commission from the product provider or a combination of both.
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Business Areas: Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3, MAPC
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