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Address: 398 London Road, Wokingham, RG40 1RE
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Telephone: 01992 570840
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Fax: 01992 577966
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Charging Structure: We can be paid by commission (through product charges).
If you buy a financial product, we will normally receive commission on the sale from the product provider. Although you pay nothing up front, that does not mean our service is free. You still pay us indirectly through product charges. Product charges pay for the product provider¿s own costs and any commission. These charges reduce the amount left for investment. If you buy direct, the product charges could be the same as when buying through an adviser, or they could be higher or lower. We will tell you how much the commission will be before you complete an investment, but you may ask for this information earlier. The amount of commission we receive will vary depending on the amount you invest and (sometimes) how long you invest, or your age.
or We can be paid by fee.
Whether you buy a product or not, on completion of our work, you will pay us a fee for our advice and services. If we also receive commission from the product provider when you buy a product, we will pass on the full value of that commission to you in one or more ways. For example, we could reduce our fee; or reduce your product charges; or increase your investment amount; or refund the commission to you.
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Business Areas: Commercial Mortgages, Corporate Finance, Direct Investments, Equity release, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Management of Investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CeFA, CeMAP, FPC1, FPC2, FPC3
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Address: 15 Thorn Close, Wokingham, RG41 4SQ
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Telephone: 0118 977 4509
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Fax: 08717 334556
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Charging Structure: With regard to fees, we discuss the payment options with our clients at the outset, and answer any questions they may have. We do not charge anything until the client has agreed how we will be paid. There are several options. The client can pay us a fee for our advice and services, we can collect commission form a product provider if we arrange a new plan, or we can use a combination of both.
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Business Areas: Direct Investments, 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: CertPFS
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Address: 4 Anvil Court, Denmark Street, Wokingham, RG40 2BB
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Telephone: 0118 979 6687
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Fax: 0118 979 6319
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Equity release, Group Protection, Personal Protection, Residential Mortgages
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Financial Qualifications: CeMAP, FPC3
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Address: 1 Edward Court, Wellington Road, Wokingham, RG40 2AN
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Telephone: 08453 455111
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Fax: 08453 455311
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: No records held.
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Address: 20 Dunkirk Close, Wokingham, RG41 3UX
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Telephone: 0118 977 6063
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Fax: 08717 000010
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Charging Structure: Fee or commission
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Business Areas: Ethical 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, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: FPC1, FPC2, FPC3
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