David Zerfahs & Associates
Basic Information:
Name:
David Zerfahs & Associates
Address:
14a, Lawn Lane
Hemel Hempstead
Hertfordshire
HP3 9HL
Hemel Hempstead
Hertfordshire
HP3 9HL
Phone:
01442239661
Fax:
01442 239668
Email:
Website:
Area(s) of Business:
Financial Services & Advice - Independent Financial Advisor
Year Established:
1978
Company:
The company has been trading since February 1978 and specialises in Investment, pension and Protection planning.
IHT and other tax planning and trust work carried out.
The company is completely independent and reports directly to the Financial Services Authority FSA.
IHT and other tax planning and trust work carried out.
The company is completely independent and reports directly to the Financial Services Authority FSA.
Staff:
We have three fully qualified financial planners, a dedicated administration team and a compliance officer.
Areas of Business (Products / Services):
Our client base is mainly private individuals but we do have a growing number of corporate clients. Our client bank is in excess of 2,500.
Fees:
We give the option to pay by fee for our work or we will take our fee from the provider by way of commission if preferred.
Memberships / Accreditations:
We have all the accreditations available.
