|
Address: Cyngfield, Church Lane, Defford, Worcester, WR8 9BJ
|
|
Telephone: 01684 578727
|
|
Fax: 01684 578618
|
|
Charging Structure: Fee or commission
|
|
Business Areas: Commercial Mortgages, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, Structured Products, Tax Efficient Investments, Unit Trusts
|
|
Financial Qualifications: FPC1, FPC2, FPC3
|
|
Address: 6 Edgar Street, Worcester, WR1 2LR
|
|
Telephone: 01386 422611
|
|
Fax: 01905 725958
|
|
Charging Structure: Fee or commission
|
|
Business Areas: Direct Investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Unit Trusts, VCT
|
|
Financial Qualifications: DipPFS, FPC1, FPC2, FPC3
|
|
Address: 17 Battenhall Road, Worcester, WR5 2BJ
|
|
Telephone: 01905 354480
|
|
Fax: 01905 354480
|
|
Charging Structure: Clients have the option of paying for our services either by fee or by commision or a combination of both.
|
|
Business Areas: Ethical investments, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
|
|
Financial Qualifications: CertPFS
|
|
Address: 22 The Tything, Worcester, WR1 1HD
|
|
Telephone: 01905 613613
|
|
Fax: 01905 613222
|
|
Charging Structure: We are happy to be paid by fees or commission.
Usually we offer a free initial consultation.
|
|
Business Areas: Direct Investments, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Retirement Planning, SIPP, Tax Efficient Investments, Unit Trusts
|
|
Financial Qualifications: AFPC, CeLTCI, LMAPC
|
|
Address: 4 Beckett Road, Worcester, WR3 7NJ
|
|
Telephone: 01905 757748
|
|
Fax: 01905 757749
|
|
Charging Structure: Fee or commission
|
|
Business Areas: Commercial Lines, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Lines, Personal Pensions, SIPP, Unit Trusts
|
|
Financial Qualifications: No records held.
|
|