We appreciate that some clients will want a more active approach than others, so we customise our investment advisory services to accommodate any preference.

Our approach to investment advice, planning and management is to involve our clients as much or as little as they want, but we always consult with clients to agree objectives, time horizon, allowable asset types, and attitude to investment risk.

CS Financial Advisers Ltd adhere to proven asset allocation techniques when analysing our clients’ investment planning requirements, and we use only independent, third-party data suppliers when researching specific products and strategies.

Most importantly, we are independent, not influenced by financial or other incentives. So we are therefore free to provide our clients with any investment strategy or product available from the whole of the market.