Welcome to CS Financial Management Limited

CS Financial Management Limited is a firm of Independent Financial Advisers who are authorised and regulated by the Financial Conduct Authority. We are now located in spacious ground floor offices in the professional area of Blackpool.

Founded by Managing Director, Chris Swales, the company has recently taken over the former practice of Chris Swales Financial and has an established client bank of individuals of all ages and types of companies in various areas of the UK.

Our new business comes from personal recommendations from existing clients, professional connections and individuals looking for an ongoing service for their existing portfolio or advice in specific areas of financial planning, for example, drawing their retirement benefits, investing a capital sum for growth and/or income and tax and estate planning.

In order to maintain our commitment to providing Independent Financial Advice we offer an initial consultation (without any obligation on your part) of up to half an hour duration for which we will meet the cost.

Full details of the options you have for payment of our services will be provided during our initial consultation and, should you decide to appoint us, we will then carry out the various stages of the financial planning process (please refer to the separate section in the library section for further details).

Please spend a few minutes to browse our website and contact us if we may be of further assistance.

The Financial Conduct Authority does not regulate Taxation Advice and some forms of Estate Planning