constellation
constellation
Private

Private Financial Planning

The foundation of the service C.F.S. provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

C.F.S. has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Private Client Advice

  • Tailor made investment strategies
  • General pension planning (including income drawdown)
  • Self Invested Personal Pensions
  • Tax planning strategies
  • Life and health insurance
  • School fees planning
  • Estate planning


Please note that not all tax planning and estate planning Strategies are regulated by the FCA

pensions

ABOUT US

C.F.S. is a Wealth Management Practice specialising in the management of investment portfolios and pensions.

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Investment

OUR SERVICES

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.

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Protection

PRIVATE SERVICES

The foundation of the service C.F.S. provide to our clients is built on developing a long-term relationship.

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Contact us

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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