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Address: Suite 5c, First Floor, Millennium City Office Park, Barnfield Way, Ribbleton, Preston, PR2 5DB
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Telephone: 08454 680340
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Fax: 08454 680350
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Charging Structure: We are happy to be remunerated either by an agreed fee level, commissions from product providers, or a combination of the two
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Business Areas: Commercial Lines, Commercial Mortgages, 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, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC3
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Address: The Old Dairy, White Lea Hall, White Lea Lane, Goosnargh, Preston, PR3 2FR
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Telephone: 01772 741444
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Fax: 01772 741333
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Charging Structure: Up to 2 % of the loan amount.
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: AFPC, CFP, CIP, CSP, CeCM, CeFA, CeMAP, CeRCC, CeRCH, CeRER, CeRGI, CeSRE, IMC, LMAPC, MAPC
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Address: Market Place, Garstang, Preston, PR3 1ZA
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Telephone: 01995 607055
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Fax: 01995 607056
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Charging Structure: Fee based
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Business Areas: Group Pensions, Group Protection, Investment Bonds, Investment Trusts, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 33 - 37 Poulton Street, Kirkham, Preston, PR4 2AA
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Telephone: 01772 685696
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Fax: 01772 685565
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Charging Structure: Fee or commission
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Business Areas: Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 3 Ferry Road Office Park, Ferry Road, Preston, PR2 2YH
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Telephone: 01772 326800
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Fax: 01772 326801
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, 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: AFPC, DipPFS, FPC1, FPC2, FPC3
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