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Address: Fields Farm, Platt Lane, Whixall, Whitchurch, SY13 2PA
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Telephone: 01948 880580
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Fax: 01948 880580
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Charging Structure: I work on a flat fee, hourly rate or commission basis to suit clients needs.
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Business Areas: EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: DipPFS, FPC1, FPC2, FPC3
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Address: Whipsall, Platt Lane, Whitchurch, SY13 2PA
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Telephone: 01948 880580
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Charging Structure: We agree fixed costs with you, which can be settled by you personally or by us taking the fee from commission that would be paid from a provider of products and services where relevant.
Please see our website for further details.
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Business Areas: EIS, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: DipPFS, FPC1, FPC2, FPC3
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