C.F.S. provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including accountants or solicitors.
C.F.S. advisers have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.
Deciding on the best benefit strategy for our clients businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.
It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them to the flexibility of being able to choose their own employee packages from a range of options you set.
Working with C.F.S. means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.
From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.
When advising companies and sole-traders, there are many aspects of the business that we take into consideration:
Please note that SSAS pensions are not regulated by the FCA
Client Agreement
Service Proposition
Investment Account
Bespoke Account
Corporate Brochure
Expert Service Tailored to your Needs
Areas of Advice
C.F.S. is a Wealth Management Practice specialising in the management of investment portfolios and pensions.
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
The foundation of the service C.F.S. provide to our clients is built on developing a long-term relationship.
Constellation Financial Solutions Ltd
The Arena, Neasham Rd,
Darlington
Co. Durham
DL2 1DL
Tel:
01325 467899
Email: enquiries@constellationfs.co.uk
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© 2014 Constellation Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority. FCA No 655268. Registered in England, Registered No. 07534209,
Registered Address: Exchange Court, Lowgate, Hull, East Yorkshire HU1 1XW
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