Westfield Cottage, 12 Russell Road, Newbury, Berkshire, RG14 5LA
Our clients range from the self-employed in small businesses to employees in large companies. In particular we deal with smaller companies where our services include stakeholder pensions advice, group personal pension plans, director retirement planning and protection for companies in the form of share protection and keyman arrangements.
We operate on either a fee or commission basis which will be discussed at your first meeting, which will be free of charge.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
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