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Address: The Pavilion, Newbury Business Park, Newbury, RG14 2PZ
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Telephone: 01635 524391
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Fax: 01635 529893
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Charging Structure: Commission based
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Business Areas: Commercial Mortgages, Group Protection, Life Assurance, Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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Address: The Rectory, 1 Toomers Wharf, Canal Walk, Newbury, RG14 1DY
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Telephone: 01635 35533
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Fax: 01635 551478
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Unit Trusts
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Financial Qualifications: No records held.
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Address: Queen Anne House, 35 Oxford Street, Newbury, RG14 1JG
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Telephone: 01235 771280
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Fax: 08717 335040
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Corporate Finance, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 2 Old Bath Road, Newbury, RG14 1QL
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Telephone: 01635 555650
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Fax: 01635 37968
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Charging Structure:
At Ross Brooke Financial Services, we offer a choice of payment options which will be discussed in full at your initial consultation. A brief summary of these options is as follows:
Commission Based Advice
This is the payment method that the majority of our clients prefer and it is therefore the basis upon which we normally operate. The initial consultation is provided free of charge and from there we will discuss and agree any work to be carried out on your behalf. Should our work result in you taking out some form of investment, pension or other type of policy through us, we will receive commission by the provider that we recommend. We will always clearly inform you the amount we shall receive, prior to going ahead with any transaction. In the case of larger transactions, we often discount the commission taken thereby enhancing your investment.
On some occasions the commission payable to us may be insufficient to cover our costs, or there may be no commission payable at all. In this case it may be necessary for us to charge you an additional fee. If this happens we will let you know well in advance and agree the amount of any fee with you prior to commencing any chargeable work.
Fee Based Advice
If you prefer, we are happy to work on a fee only basis. Under this payment method we would not receive commission from any providers for products we set up on your behalf, but instead we will charge you a fee to cover the cost of the advice given. Once again, the initial consultation is free of charge, although fees will be payable for subsequent meetings and any future reviews that you would like us to undertake on your behalf. Our fees can either be charged hourly or based upon a set amount for the work being undertaken. This will be discussed in detail at our initial meeting and you will be informed in advance of any chargeable time being spent.
For more information on how we are paid, please refer to our Client Agreement which can be found here and which will be provided to you at our initial meeting.
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: CeMAP, CertPFS, FPC1, FPC2, FPC3
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Address: 20 Heather Gardens, Newbury, RG14 7RG
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Telephone: 01635 524403
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Fax: 01635 522903
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Charging Structure: Fee or commission
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Business Areas: Direct Investments, Group Pensions, ISAs, Investment Bonds, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC, CFP
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