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Address: The John Banner Centre, Attercliffe Road, Sheffield, S9 3QS
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Telephone: 0114 242 1818
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Fax: 0114 242 1919
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Charging Structure: We charge in three ways:
1. We take commission from the product provider only.
or
2. We charge you a fee, which depends on what we are doing for you.
or
3. We take a combination of both commission from the provider and charge you a lesser fee.
You choose which option!
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Business Areas: Direct Investments, Group Pensions, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: CeMAP, FPC1, FPC2, FPC3
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Address: 160 Abbeydale Road South, Sheffield, S7 2QS
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Telephone: 0114 255 9944
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Fax: 08719 902334
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Charging Structure: The cost of our initial meeting will be picked up by ourselves.
We offer 3 options with relation to the cost of advice:
1. You may wish to pay for advice by fee arrangement
2. You may wish for advice to be paid for out of commission received from the insurance provider.
3. A combination of 1 and 2 above.
In all cases we will agree with you the client on the most appropriate way before proceeding with advice.
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Business Areas: Direct Investments, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, 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, Traded Endowments, Unit Trusts
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Financial Qualifications: CeMAP, FPC3
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Address: 72 Buttermere Road, Sheffield, S7 2AY
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Telephone: 01543 571016
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Fax: 01543 462311
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Group Protection, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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Address: 26 Whirlowdale Crescent, Sheffield, S7 2NB
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Telephone: 0114 303 0678
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Charging Structure: Fee or commission
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Business Areas: EIS, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: CertPFS
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Address: 38 Smithfield Road, Sheffield, S12 3JN
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Telephone: 0114 239 0713
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Fax: 0114 239 0713
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, 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, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CeMAP
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