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Address: 24 Chester Road North, Brownhills, Walsall, WS8 7JP
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Telephone: 01543 379115
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Fax: 01543 454445
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Charging Structure: We do not charge a fee for mortgage advice. However a fee payable option is avaliable with an average cost of £695.
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Business Areas: Commercial Lines, Commercial Mortgages, Group Protection, Life Assurance, Longterm care, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: CeMAP
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Address: 7 Garnet Close, Stonnall, Walsall, WS9 9EL
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Telephone: 01543 452535
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Fax: 01543 452535
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Charging Structure: All fees or commissions are discussed and agreed without each client at the initial consultation.
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Business Areas: Direct Investments, Ethical investments, Group Pensions, ISAs, Investment Bonds, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 82 Jacobs Hall Lane, Walsall, WS6 6AD
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Telephone: 01922 666126
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Fax: 08719 004765
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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: Commercial Lines, Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CeMAP, FPC1, FPC2, FPC3
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Address: Flat, 27 Caldmore Green, Walsall, WS1 3RN
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Telephone: 01922 214213
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Fax: 03333 441133
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Charging Structure: We offer a no fee service however as an Independent Mortgage Broker, we can offer a pure fee based option and you would receive any commission received from the Mortgage Lender. The fee is usually £1495 per mortgage application.
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Business Areas: Commercial Mortgages, Personal Lines, Personal Protection, Residential Mortgages
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Financial Qualifications: CeMAP
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Address: Ledra House, Northgate, Aldridge, Walsall, WS9 8TH
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Telephone: 01922 472220
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Fax: 08454 508749
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Charging Structure: To ensure that our interests remain aligned with our clients, our compensation is not based upon commissions or transactions. Our objective is to always make recommendations solely in the client's best interest. We are paid only by the client. We do not accept commissions, referral fees, or any other type of third- party compensation.
For most clients, reasonable levels of investment planning and financial planning advice as described in the appropriate sections of our web site are included in our investment advisory fee described below. This includes a comprehensive retirement analysis and an assessment of current estate documents.
Investment Bracket
Fee
£500,000 - £1,000,000 1.00%
Next £2,000,000 (up to £3,000,000) 0.75%
Next £2,000,000 (up to £5,000,000) 0.50%
Next £5,000,000 (up to £10,000,000) 0.25%
£10,000,000+ 0.20%
In order to cover the costs of migrating existing assets to Blackstone Wealth Management Limited , we may an initial fee.
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Business Areas: Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, CFP, CeMAP, FPC1, FPC2, FPC3, IMC
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