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Address: Harlyn House, Bonython Road, Lustyglaze, Newquay, TR7 3AW
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Telephone: 01637 839098
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Charging Structure: With your agreement, whether you buy a product or not, on completion of our work you will pay us a fee for our advice and services. If we also receive commission from the product provider when you buy a product, we will pass on the full value of that commission to you in one or more ways. For example, we could reduce our fee; or reduce your product charges; or increase your investment amount; or refund the commission to you.
Hourly Rate
Qualified Adviser £105.00 per hour
Administration £40.00 per hour
Lump Sum
Investments up to £20,000.00 £900.00 maximum fee chargeable
Investments above £100,000.00 £3,500.00 maximum fee chargeable
Reviews
We will confirm what we will charge you in writing before beginning work. Our typical charges are:
Initial review up to £400.00 Annual review up to £250.00
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CertPFS, FPC1, FPC2, FPC3, LMAPC, MAPC
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Address: Castle View, 55 Henver Road, Newquay, TR7 3DH
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Telephone: 01637 839380
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Fax: 01637 852332
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Charging Structure: Fee based
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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