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Address: 24 Church Street, Rickmansworth, WD3 1DD
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Telephone: 01923 725129
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Charging Structure:
We are 100% fee paying advisers, offering advice on an hourly rate or on one of our retainer programs
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Business Areas: Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, CertPFS, DipPFS, FPC1, FPC2, FPC3
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Address: 3 Warwick Way, Croxley Green, Rickmansworth, WD3 3SB
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Telephone: 01923 202330
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Fax: 08701 161386
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Charging Structure: Fee based
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Business Areas: Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Retirement Planning, SIPP, Structured Products, Unit Trusts
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Financial Qualifications: AFPC, DipPFS, FPC1, FPC2, FPC3
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Address: 3a The Green, Croxley Green, Rickmansworth, WD3 3AJ
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Telephone: 01923 490007
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Fax: 01923 469990
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Charging Structure: Fee or commission
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Business Areas: Equity release, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages
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Financial Qualifications: CeMAP, CeRER, FPC1, FPC2, FPC3, LMAPC
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Address: 65 Shepherds Way, Rickmansworth, WD3 7NP
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Telephone: 01923 770180
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Fax: 08717 000010
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Charging Structure: Fees depend on the complexity of the work to be undertaken and fees are agreed with the client at the outset. Fees can be paid as: fees only; commission only or a combination of both.
There is no fee for an initial meeting to establish the client's needs and priorities.
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CertPFS, DipPFS, FPC1, FPC2, FPC3
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Address: 23 Shepherds Way, Rickmansworth, WD3 7NN
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Telephone: 01923 710392
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Charging Structure: Our Key Facts about our Costs and Services document is available to download from our website. Our standard tariff includes a £120 initial review fee and a £220 initial research fee if our services are retained. Any other costs are value based and will be agreed before commitment. Additional costs are only likely to be incurred if you require us to act for you after a full analysis of your needs has been undertaken.
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Business Areas: EIS, Equity release, Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CertPFS, DipPFS, FPC1, FPC2, FPC3
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