OUR SERVICES

A solution for every client 

WILL WRITING AND ESTATE PLANNING

Everyone needs a will! We can help you to have certainty over who will have legal guardianship of your children, leave loved ones with clear directions about your funeral wishes or simply to make the administration of your affairs easier when the time comes.  We can help you avoid leaving family disputes, plan for tax liabilities and arrange trusts for loved ones including partners, children and dependents with additional needs plus much more. We also offer a full certification service for Lasting Power of Attorney. We have years of experience and are fully accredited, insured and trained by the New Leaf Will Writers Federation. We are also affiliate members of the Society of Trust and Estate Practitioners. 

WILL WRITING IS NOT REGULATED BY THE FCA

Visit our page to find out more about our Will Writing and estate planning service. CLICK HERE 

MORTGAGES, LOANS AND FINANCE

CFS are whole of market brokers which means we have access to every lender and provider available with exclusive access to interest rates you can't access directly. We cover all aspects of lending from residential to buy to let to commercial. We have wide experience in every specialist sector you can think of including self employed/contractor, ltd company, credit issues, unusual property construction, portfolio landlords, first time buyers, use of all the schemes including help to buy/shared ownership/right to buy, bridging, unusual circumstances and more. We offer a value added service and hold your hand right through to completion, liaising with estate agents, solicitors and other stake holders to help you through the entire process and make it as smooth and stress free for you as possible. 

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

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PENSIONS, INVESTMENTS, SAVINGS AND TAX

As fully qualified independent financial advisers we can help you with all your financial planning needs. CFS does not have a preferred strategy, instead we approach each client's goals openly and work with you to plan and achieve your financial objectives through out your life journey structuring your investments efficiently and as simply and cost effectively as possible. 

OUR SERVICES RELATE TO CERTAIN INVESTMENTS WHOSE PRICES ARE DEPENDENT ON FLUCTUATIONS IN THE FINANCIAL MARKETS BEYOND OUR CONTROL. INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN AS WELL AS UP AND YOU MAY GET BACK LESS THAN THE AMOUNT INVESTED. PAST PERFORMANCE IS NOT A GUIDE TO FUTURE PERFORMANCE. 

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INSURANCE AND PROTECTION

Again, we are whole of market and have access to every provider. We can help you find the best value cover in the market place. We have extensive knowledge of insurer's cover levels, benefits and claim history to ensure your cover is right for your circumstances. We advise on everything from life insurance to illness insurance to private medical cover to buildings and contents.

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EQUITY RELEASE

Ethics and understanding are at the core of what we do and we only do what is best for the client at all times. We have access to every provider in the market place and always explore every option before taking the equity release route. We offer a clear language service, ensuring all the pros and cons of every decision are understood by our clients and never try to up sell or push clients on decisions.

THIS IS A LIFETIME MORTGAGE TO UNDERSTAND THE FEATURES AND RISK, ASK FOR A PERSONALISED ILLUSTRATION

Visit our page for more information on equity release CLICK HERE