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Address: 39a Fore Street, St. Just, Penzance, TR19 7LJ
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Telephone: 01736 785766
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Fax: 01277 202518
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Charging Structure: Our initial meeting is free and without obligation.
At this meeting we will establish the level of involvement required of me and negotiate my remuneration.
You, the client are wholly in control of the cost of my services - there will be no 'nasty surprises'.
Payment is by hourly fee, annual retainer, or recurring income based upon business undertaken.
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Business Areas: Corporate Finance, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: CeFA, CeMAP
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Address: The Old Cottage, Mulfra, Newmill, Penzance, TR20 8XP
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Telephone: 01736 366235
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Charging Structure: We do not charge fees for our wealth management services.
However for specialist bespoke services from associate
professional firms a defined fee structure will apply.
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Business Areas: Commercial Lines, Corporate Finance, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, AdvCeMAP, CFP, CIP, CSP, CeCM, CeFA, CeLTCI, CeMAP, CeRCC, CeRCH, CeRER, CeRGI, CeSRE, CertIA, CertIFA, CertIM, CertMA, CertPCIAM, DipFA, DipPFS, FPC1, FPC2, FPC3, IAQ, ICFA, IFQ, IMC, LMAPC, MAPC
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Address: 2nd Floor, Branwells Mill, 68 Market Jew Street, Penzance, TR18 2LQ
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Telephone: 01736 367763
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Fax: 01736 367793
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Charging Structure: We are happy to work for clients on a Fee Agreement or Commission Only basis.
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Lines, Personal Pensions, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: CertMA, CertPFS, DipPFS, FPC1, FPC2, FPC3
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