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You will be given a username and password which will allow you to access our Client Services Secure Area.
You will then be able to amend your personal details and select your Financial Goals as follows:
- Protection for the family in the event of your death
- Income protection in the event of illness
- Providing a cash sum in the event of serious illness
- Long Term Care planning
- Providing a good return on your Savings / Investments
- Funding for future education fees
- Planning for your retirement
- Reducing your tax bill
- Mitigating possible inheritance tax
- Increasing your income
- Raising money
- Capital Investment
We will then use this information to send specific news and comment relating to those areas of Financial Planning that you have chosen.
in order for us to provide you with suitable information on financial planning issues, please spend 2-3 minutes in completing the Financial Priorities section.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
The Financial Services Authority does not regulate will writing, taxation planning, trust advice or some forms of education fee planning.
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) under reference 150643.
.
Connacht Financial Services can also be found on the FSA Register, under reference 178813. Partners: Patrick Walsh: Helen Walsh (Non-advising).