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Address: 10 Wraxall Close, Poole, BH17 9JR
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Telephone: 01202 601115
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Fax: 08717 000010
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Charging Structure: Our first meeting will always be free of charge, but I will always agree with you in advance how I will get paid. As an Independant Financial Adviser, I can be remunerated by fees, commission or a combination of both.
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Business Areas: Ethical investments, ISAs, Investment Bonds, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: DipFA
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Address: Greenfields Farm, Lytchett Matravers, Poole, BH16 6BU
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Telephone: 01258 857101
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Fax: 01258 857094
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Direct Investments, 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, Unit Trusts
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Financial Qualifications: No records held.
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Address: 168 Blandford Road, Poole, BH15 4BH
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Telephone: 01202 685801
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Fax: 01202 668009
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Charging Structure: All charges / Fees will be fully disclosed to you.
We may charge a Fee but also may receive a Commission - This will be fully disclosed to you before we undertake any work for you.
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Business Areas: Commercial Lines, Commercial Mortgages, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Lines, 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, FPC3
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Address: 40 Edwina Drive, Poole, BH17 7JG
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Telephone: 01202 605064
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Fax: 08717 000010
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Charging Structure: With regard to fees we discuss the payment options with our clients and answer any questions they may have. We do not charge anything until the client has agreed how we will be paid. There are two options, the client can pay us a fee for our advice and services, or we can collect commission form the product provider following the sale.
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Business Areas: ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Unit Trusts
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Financial Qualifications: No records held.
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Address: 5 Acorn Business Park, Ling Road, Poole, BH12 4NZ
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Telephone: 01202 716455
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Fax: 01202 716501
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Charging Structure: We are remunerated on the basis of fees- one off/ hourly etc or commissions- whichever our clients choose.
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Business Areas: Annuities, Commercial Mortgages, Corporate Finance, Direct Investments, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: CertPFS
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