Dissatisfied with your financial adviser or accountant? Not sure your PEP or ISA is invested in the right place? Do you know if your pension is performing well? Did you even know you had options?

Our Analysis and Evaluation service will give you the answers you’re looking for…and at no cost to you! Well, no additional cost.

A&E works like this. You’re already paying for advice via charges in your existing pension, PEP, ISA or other plan. These so-called trail commissions, renewal commissions, or fund-based renewals, are payable to whichever adviser is listed on your account.

If your investment or pension is subject to trail, renewal, or fund-based commissions and you’re unhappy with the service from your adviser, or if you’d like to do better, then let CS Financial Advisers Ltd take over your plan(s), conduct a thorough review of your current situation, and make some recommendations to get you on the right track. All for nothing more than you’re already paying.

No adviser listed on your account? Then appoint one…us. Simply tell us which plans you’d like us to review and let us know how to contact you and we’ll do the rest.

Please give me a free review and free advice!