Sound Financial Planning

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CFS Independent Financial Advisers

NatWest Bank Chambers
2 Darras Road
Ponteland
Newcastle upon Tyne
NE20 9HA

T: 01661 821110

F: 01661 821120

E: enquiries@cfs-ifa.co.uk

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What is financial planning?

Financial Planning aims to give our clients objective assistance in organising their personal or corporate financial affairs to more readily achieve their financial and lifestyle goals.

This can lead to the recommendation of specific contracts or policies, eg life assurance or a personal pension, but initially it will result in the production of a plan devised specifically for each client, focussing on strategy and goals.

 

 

 

 

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

CFS Independent Financial Advisers ia a trading style of Connacht Financial Services, which is an Appointed Representative of TenetConnect Services Ltd which is authorised and regulated by the Financial Services Authority (FSA).
TenetConnect Services Ltd is entered onto the FSA Register (www.fsa.gov.uk/register/home.do) under reference 150643. .

Connacht Financial Services can also be found on the FSA Register, under reference 178813. Partners: Patrick Walsh: Helen Walsh (Non-advising).