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Address: 1 Pye Road, Wirral, CH60 0DB
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Telephone: 0151 342 8809
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Fax: 0151 348 4550
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Charging Structure: No fees are chargeable without the express prior agreement of the client.
There are 3 levels of service available - all new funds invested are charged at 2% of the amount invested and an annual management fee of 0.25%, 0.5% or 1.0% depending on the level of service chosen. Commissions received in excess or in addition to the chargeable fee are rebated in full to the client in cash or, where agreed, by way of addition to the investment or reduction of the premium as appropriate.
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Business Areas: Group Pensions, ISAs, Investment Trusts, Offshore investments, Personal Pensions, Personal Protection, SIPP, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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Address: 21 Storeton Lane, Wirral, CH61 1BU
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Telephone: 0151 513 9501
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Fax: 08721 150150
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Direct Investments, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CeMAP, FPC1, FPC2, FPC3
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Address: 110 Ford Road, Wirral, CH49 0TQ
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Telephone: 0151 606 8228
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Fax: 0151 606 8222
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Business Areas: Annuities, Commercial Mortgages, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Traded Endowments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: 1 Downham Road South, Wirral, CH60 5RG
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Telephone: 0151 342 9119
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Fax: 0151 348 4448
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Charging Structure: We can be paid by commission or fee, or a combination of both.
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Business Areas: Commercial Mortgages, Equity release, Personal Lines, Residential Mortgages
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Financial Qualifications: CeMAP, CeRER
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Address: 7 Pensby Road, Heswall, Wirral, CH60 7RA
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Telephone: 0151 342 1755
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Fax: 0151 342 1755
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Charging Structure: We do not charge a fee
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Business Areas: Commercial Mortgages, Personal Lines, Residential Mortgages
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Financial Qualifications: AFPC, CeMAP, FPC1, FPC2, FPC3
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