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Address: Northgate Business Centre, 38 North Gate, Newark, NG24 1EZ
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Telephone: 01636 642844
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Fax: 01636 642801
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Charging Structure: On mortgages, we will always charge a fee, this will usually be about £350. For investment, pensions and life assurance you may choose to pay via a fee.
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Business Areas: Commercial Lines, Commercial Mortgages, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CeMAP, CertPFS
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Address: Orchard House, Mill Lane, Caunton, Newark, NG23 6AJ
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Telephone: 01636 858130
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Fax: 08704 952870
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Charging Structure: Fee or commission
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Business Areas: Direct Investments, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: CeMAP, FPC3
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Address: Newark Beacon, Beacon Hill Office Park, Cafferata Way, Newark, NG24 2TN
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Telephone: 01636 627953
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Fax: 08453 883802
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Charging Structure: Our fees are bespoke to each client and we confirm and agree these before commencing any work and advice.
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Business Areas: Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: CeMAP, DipPFS, FPC1, FPC2, FPC3
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Address: The Grange, Ossington, Newark, NG23 6LQ
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Telephone: 01636 822488
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Fax: 05603 420856
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Charging Structure: Fee or commission
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Business Areas: Annuities, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Traded Endowments, Unit Trusts
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Financial Qualifications: CIP, CeLTCI, CeMAP, CertPFS, FPC1, FPC2, FPC3
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