Whose products do we offer?
- We offer mortgage advice from a comprehensive range of providers
- We offer restricted advice for savings, investment and pension
We are confident that we will have a solution for all of your financial needs
Please feel free to contact us to see how you can benefit from our help
Who regulates us?
CS Wealth Consultancy Limited are authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No: 884964
What will you have to pay for our services?
There are no hidden fees when you work with CS Wealth, we will tell you from the very outset what you will pay for our services.
First we arrange an initial meeting with the view to establishing whether we are able to assist with your needs and objectives and how best to progress. At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. There is no charge for this initial meeting, it’s at our expense and without obligation.
After the initial consultation, we will agree with you whether we are paid by means of a fee payable by you, by means of commission incorporated in the cost of any financial product you buy, or a combination of the two.
Commission is paid to us by a Product Provider, usually an insurance company or an investment house, for the successful placing of business. The commission is included within the provider’s normal product charges.
Whether we take our remuneration by way of commission or fees will be a matter of discussion between us followed up with a written agreement, no charges for fees will be made without prior notification.
What if you have any complaints?
If you have any complaints, please register them with our dedicated team in the following ways;
Writing - The Compliance Manager, CS Wealth Consultancy Limited, Treadwell House, High Street, Bloxham, Oxon, OX15 4PP
Telephone - 01295 722211
If you are unable to settle the complaint with us then you may be entitled to refer it to the Financial Ombudsman Service.
PLEASE BE ADVISED THAT WE DO NOT OFFER ADVICE OR ANY SERVICES RELATING TO CRYPTO ASSETS OR INVESTMENTS.
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