As financial advisors we have a duty of care to our clients which is why we will always discuss your personal protection needs.  We all work hard in life for what we have - so it makes perfect sense to try and protect it.


We can help to protect your loved ones by repaying the mortgage in the event of premature death, becoming ill or perhaps replacing an income due to long term sickness.


Whatever the need is we can sit down and find a suitable solution.



Our Role

For your peace of mind we have insurance solutions for pretty much anything and everything and we have access to the majority of insurance providers to make sure you get the very best cover for your money!!


Below are some of the more common types of protection plans and additional services we can offer you.  Our job will not stop after the recommendation, it is important to have regular reviews to ensure the suitability of our advice as your circumstances may change.




*The Financial Conduct Authority does not regulate Trust Planning.


**CS Wealth Consultancy acts as a credit broker not a lender.







To find out more call us on 01295 722211. Alternatively, you can e-mail us at or complete our contact us form