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Address: 6 St. Johns Hill, Shrewsbury, SY1 1JD
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Telephone: 01743 244266
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Fax: 08458 629622
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: CertPFS, FPC1, FPC2, FPC3
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Address: 1 Quarry Place, Shrewsbury, SY1 1JN
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Telephone: 01743 272274
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Charging Structure: Commission based
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 11 Maes Hafren, Crew Green, Shrewsbury, SY5 9BT
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Telephone: 01743 829097
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Charging Structure: The independent adviser will discuss payment options with you at your initial meeting.
You have the choice of paying by fee, the adviser taking commission provided by the financial companies (of any financial products that may be required) or or a combination of the two. Your adviser will discuss the benefits of each method, so that you are able to make an informed decision about how our services should be remunerated.
Where commission is payable (which applies to certain types of product) this can be used to pay all or part of our fee. If that commission is more than the fee we have agreed, we will reimburse the difference to you.
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Business Areas: Commercial Mortgages, Direct Investments, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: CertMA, CertPFS, FPC1, FPC2, FPC3
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Address: Kingsland House, 39 Abbey Foregate, Shrewsbury, SY2 6BL
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Telephone: 01743 285760
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Fax: 01939 236334
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Charging Structure: Fee based
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Business Areas: EIS, Ethical investments, Group Pensions, ISAs, Investment Bonds, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP
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Address: The Alaska Building, Shrewsbury Business Park, Shrewsbury, SY2 6LG
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Telephone: 01743 240968
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Fax: 01743 241645
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Charging Structure: Commission based
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Business Areas: Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, SIPP, Unit Trusts
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Financial Qualifications: CeMAP
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