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Address: 48 Sutton Mill Road, Potton, Sandy, SG19 2QB
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Telephone: 01767 262760
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Fax: 01767 262760
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Charging Structure:
Clients are under no obligation in making contact with us and the first meeting is always free of charge. At this or a subsequent meeting, we will agree remuneration on a basis that is acceptable to the Client.
Our remuneration can be by way of a fee from our client or commission from product providers, as the client finds most convenient.
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Business Areas: Direct Investments, Ethical 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, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CeMAP, CertPFS, DipFA
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