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Address: 373 Evesham Road, Redditch, B97 5JA
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Telephone: 01527 544955
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Charging Structure: Fee or commission
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Business Areas: Equity release, 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, Unit Trusts
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Financial Qualifications: AFPC, CeLTCI, DipPFS, FPC3, LMAPC
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Address: 202 Bromsgrove Road, Redditch, B97 4SN
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Telephone: 01527 67851
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Fax: 01527 457431
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Traded Endowments, Unit Trusts
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Financial Qualifications: CeMAP, FPC1, FPC2, FPC3
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Address: 22 Clarendon Close, Redditch, B97 6ST
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Telephone: 01527 64011
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Fax: 08445 863624
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Charging Structure: Insurance- No Fee for Term Assurance, Critical Illness, Mortgage Payment Protection, Income
Protection Insurance, Payment Protection Insurance and Household Insurance.
Mortgages- A Fee of up to 1% payable upon offer of a mortgage,. Our typical fee is £495. We will also be paid
commission from the lender.
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Business Areas: Commercial Lines, Commercial Mortgages, Group Protection, Life Assurance, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: CeMAP
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