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Address: 24 Woodburn Road, Stoke-on-Trent, ST6 8GB
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Telephone: 01782 534252
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Fax: 01743 282228
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, Equity release, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts
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Financial Qualifications: No records held.
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Address: 121 Church Street, Stoke-on-Trent, ST4 1DB
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Telephone: 01782 846955
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Charging Structure: Fee or commission
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Business Areas: Direct Investments, EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: CeMAP, CertPFS, DipFA, FPC1, FPC2, FPC3
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Address: 44 Blackbird Way, Packmoor, Stoke-on-Trent, ST7 4GA
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Telephone: 08717 001111
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Fax: 08717 000010
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Charging Structure: With regard to fees we discuss the payment options with our clients and answer any questions they may have. We do not charge anything until the client has agreed how we will be paid. There are two options, the client can pay us a fee for our advice and services, or we can collect commission form the product provider following the sale.
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Business Areas: Annuities, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: No records held.
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Address: 61 High Street, Biddulph, Stoke-on-Trent, ST8 6AD
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Telephone: 01782 871765
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Fax: 01782 255555
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Charging Structure: Fees are only charged if proc fees are not paid by the chosen lender
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Business Areas: Equity release, Personal Protection, Residential Mortgages
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Financial Qualifications: FPC1, FPC2, FPC3, MAPC
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Address: Foxlowe Cottage, Crowborough Road, Biddulph Moor, Stoke-on-Trent, ST8 7NT
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Telephone: 01782 379071
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Fax: 08082 800135
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Charging Structure: We offer advice that can be funded by fees or commission. Where the commission route is selected we will rebate any commission which exceeds our time charges.
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Business Areas: EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: FPC1, FPC2, FPC3
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