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Address: 6 Combe Batch, Wedmore, BS28 4DU
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Telephone: 07779 257059
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Fax: 01432 353285
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Charging Structure: Fee or commission
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Business Areas: ISAs, Investment Bonds, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: Starrs Farm, Theale, Wedmore, BS28 4SR
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Telephone: 01934 713391
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Fax: 01934 713391
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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: Corporate Finance, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC3
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