Wealth Management Consultants

The assistance we offer to individuals in helping them create and manage wealth is vitally important to the service we offer and the consultants who provide it are highly trained, highly experienced and highly motivated. The range of services and products available in the market place to meet a fantastically wide range of individual needs can be confusing. Not to our consultants. They pride themselves in providing the right answers to our clients needs.

Craig Harrison

Roland Baggott

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CBS offer fast, helpful and friendly advice and are always available to assist no matter how big or small the need.
Siobhan Delany HR
Manager,
CPC
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Treating Customers Fairly

FINAL SALARY COSTS AND DEFICITS HAVE GONE THROUGH THE ROOF

Since 2005:

  • admin/communication fees.... UP 45%*
  • advisor/consultancy fees.... UP 74%*
  • investment management fees.... UP 126%*
  • PPF levies.... UP 929%*
  • *(NAPF Market Trends & Statistics)
  • Fund deficits.... RECORD HIGH
  • (BBC News - 10 March 2009)

We have solutions to help tackle all these issues

Invitation to a complimentary seminar to find out more