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Address: Regency House, Westminster Place, York Business Park, Nether Poppleton, York, YO26 6RW
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Telephone: 01904 610503
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Fax: 01904 622967
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Charging Structure: We offer both fee and commission based remuneration options. Further information is available upon appointment.
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Business Areas: Commercial Mortgages, Corporate Finance, 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 Lines, 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: FPC1, FPC2, FPC3
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Address: Equinox House, Clifton Park Avenue, York, YO30 5PA
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Telephone: 01904 661140
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Fax: 01904 466206
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Charging Structure: Fee or commission
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Business Areas: Commercial Mortgages, Direct Investments, Equity release, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: AFPC, CeLTCI, CertPFS, DipPFS, FPC1, FPC2, FPC3, LMAPC, MAPC
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Address: 27 Church Close, Tollerton, York, YO61 1QS
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Telephone: 01347 838157
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Fax: 01347 838157
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Charging Structure: Charging Structure:
Commission or Fee based.Following an initial meeting, we will agree the service which I will supply. In most cases, this will be paid for through a fee which will be agreed at outset. Where you would be happier paying for services through commission, this option is also available.
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Business Areas: Commercial Lines, Commercial Mortgages, Corporate Finance, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Life Assurance, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: CFP, CertPFS
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Address: Acomb House, 23 Front Street, Acomb, York, YO24 3BW
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Telephone: 01904 780250
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Fax: 08723 524904
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Charging Structure: Details of our fees are available on request and will be provided prior to any commitment to buy.
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Business Areas: Direct Investments, Equity release, 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, Traded Endowments, Unit Trusts
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Financial Qualifications: CeMAP, CertPFS
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Address: 271 Huntington Road, York, YO31 9BR
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Telephone: 01904 697938
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Fax: 01904 697939
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Charging Structure: Fee or commission
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Business Areas: Commercial Lines, Commercial Mortgages, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts
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Financial Qualifications: CeMAP, CertPFS, FPC1, FPC2, FPC3
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