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Address: 112 Wallasey Road, Wallasey, CH44 2AE
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Telephone: 0151 639 5344
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Fax: 0151 691 2311
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: No records held.
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Address: 7 Lyndhurst Road, Wallasey, CH45 6XA
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Telephone: 0151 638 0740
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Fax: 0151 638 0740
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Charging Structure: My fee structure ranges from an hourly rate of £100- £125 per house.
I also offer a set fee for the work involved. For e.g. an investment of £50,000 with a set fee for this portfolio.
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Business Areas: ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CeMAP, FPC1, FPC2, FPC3
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Address: The Old School, 188 Liscard Road, Liscard, Wallasey, CH44 5TN
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Telephone: 0151 678 6353
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Fax: 0151 678 6353
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Charging Structure: Fee based
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Business Areas:
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Financial Qualifications: No records held.
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