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Address: Coylton House, Bayford Hill, Wincanton, BA9 9LQ
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Telephone: 01963 31120
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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: Commercial Mortgages, Corporate Finance, Direct Investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CeMAP, CertPFS, FPC3
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