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Address: 1 Coombe Lane, Cargreen, Saltash, PL12 6PB
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Telephone: 01752 847533
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Fax: 01752 841146
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Charging Structure: advice and arrangement of investments etc can be charged on fee basis or commission or a combination of the two depending on circumstances and client preference
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Business Areas: Commercial Lines, Direct Investments, 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, Traded Endowments, Unit Trusts
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Financial Qualifications: CertPFS
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