Solutions & Services

CS Wealth has over eighteen years experience working in the financial services industry, advising both personal and corporate clients on all aspects of financial planning and helping them to achieve their financial goals and objectives.  We have done this by building long term relationships based on quality advice, trust and the service we provide to all clients.   

Clients of CS Wealth can expect to receive a professional and friendly service where we put the customers' needs at the heart of what we do.  This ensures we deliver a tailored financial solution to each scenario.

 

 


 

 

 

Here are some of the areas where we can provide quality advice: 

 

  • Financial Planning
  • Retirement Planning
  • Pension Reviews
  • Investment & Savings Advice
  • Mortgage Advice
  • Protection Advice for you, your family & your business
  • Inheritance Tax & Estate Planning
  • Corporate & Employee Benefits for SME's

 

Some of the products or services shown above are not or may not be regulated by the Financial Conduct Authority.

 

 

What will you have to pay for our services?

 

 

Small or large, one off or ongoing advice, your request will be met with expert advice, individual attention and innovative solutions. Contact us and discover all we have to offer. Our qualified staff look forward to speaking with you!!

 

 

 

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

 

 

 

We do not normally charge a fee for mortgage advice, however this will be dependant upon your circumstances.  If a fee is charged our typical fee is £287.