Welcome to CS Financial Management
An experienced team of Independent Financial Advisers based in Blackpool
We have been helping people across the Fylde Coast and beyond to secure their financial future for over 25 years
Retirement Planning
Retirement Planning
Retirement Planning
- Access pension income or tax-free cash
- Review or consolidate existing plans
- Start a new pension
Investments
Retirement Planning
Retirement Planning
- Investing new money
- Reviewing existing portfolios
- Advice for Trustees and Companies
Estate Planning
Retirement Planning
Financial Protection
- Inheritance Tax Planning
- Reviewing or creating a will
- Trusts
- Assistance with Probate
Financial Protection
Financial Protection
Financial Protection
- Life Insurance
- Mortgage Protection
- Critical Illness Cover
- Income Protection Policies
Mortgages
Financial Protection
Financial Reviews
- First Time Buyers
- Moving home
- Switching mortgage deals
- Additional borrowing
Financial Reviews
Financial Protection
Financial Reviews
- Pre-retirement reviews
- Complete financial health checks
We're Independent
As independent advisers we’re able to offer financial products across the whole of market, unlike some other advice firms who only recommend a limited range (or only their own products).
Face to Face Advice
We believe that financial advice is best when given in person. The complexity and choice of financial products can be overwhelming, so we’ll get to know you, your needs, and objectives before we make any recommendations. We’ll simplify any jargon and ensure that you fully understand any proposed plans before they are put in place.
A local, family business
We pride ourselves on building ongoing relationships with our clients and their families, many of whom have been with us for decades.
We’re a family owned and managed business – so you’ll benefit from the advice of the same friendly faces throughout your financial journey.
We work for you
We work for our clients and our goal is to find the best possible solution for their financial needs, not sell them unnecessary products. We provide personalised advice, tailored to your specific circumstances to help you achieve your financial goals.
We are authorised and regulated by the Financial Conduct Authority.
Our FCA Reference number is 597343. You can check our authorisations on the FCA register here.