CFS Independent Financial Advisers Limited

Independent Financial Adviser Lower Blyth Suite, Kirkley Hall, Ponteland, Newcastle upon Tyne, NE20 0AQ
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
We can advise you on: Pensions and retirement. Defined Benefit Pension Transfers. Investment. Inheritance Tax Planning.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Patrick Walsh CERTPFS
Partner
What our clients say
"Not only has CFS Independent Financial Advisers spent the initial time with me but also they continue to meet me on an ongoing basis to ensure that my portfolio is managed in line with my changing needs. Through their expertise they have provided me with a healthy, well-managed, growing portfolio with regular communication. Importantly, I now have a feeling of trust, reassurance, stability and the knowledge that they know me personally as a client, not just as an account."
Mr E O'Hara, Newcastle upon Tyne
"I have taken advice from CFS Independent Financial Advisers for over 10 years. Before then I was with a national IFA and I believe my ongoing portfolio was suffering because in their eyes I was just another account. In CFS Independent Financial Advisers I have found a personal, friendly service and a feeling of security with my finances. Their portfolio advice in these uncertain times has proved invaluable."
Mrs F Harrison, Jesmond, Newcastle upon Tyne
"I have dealt with CFS Independent Financial Advisers for a number of years and have always been extremely pleased with their friendly, helpful and highly professional service. In particular, their investment portfolio advice has been exceptional. I have no hesitation in recommending them to family members, friends and business associates."
Mr K Riches, Whitley Bay
"Nice to have someone explaining your investments in plain English and great to be able to ask the most basic of questions! We have found the level of professionalism and attention to detail exceptional and along with the personal touch it made our decision to use CFS Independent Financial Advisers a very easy one."
Mr L & Mrs M Siddle, Wylam, Northumberland
Where to find us

Lower Blyth Suite, Kirkley Hall, Ponteland, Newcastle upon Tyne, NE20 0AQ

Make an enquiry
About us

As Independent Financial Advisers with over 20 years in business with recognised professional qualifications you can be sure of receiving financial advice of the highest calibre.

Our core service is Pension, Investment Wealth Management and Inheritance Tax Planning.

We take great pride in researching and selecting the very best financial products and investment funds for our clients and ensuring their plans remain on track.

Contact us for a no obligation discovery meeting which will be at our cost.

Our services

We believe regular face-to-face meetings with a Financial Adviser are a vital part of any financial planning process.

Our core service is Pension, Investment Wealth Management and Inheritance Tax Planning. We devise strategies for our clients and ensure they are regularly reviewed.

In between face-to-face meetings, we provide our clients with interim updates and encourage our clients to contact us either by phone or email.

We will always respond to our clients questions in a friendly, personal and professional manner. The majority of our existing clients have been with us for many years because of this very reason.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Compliance

CFS Independent Financial Advisers Limited is an appointed representative of TenetConnect Services Limited, which is authorised and regulated by the Financial Conduct Authority.

CFS Independent Financial Advisers Limited is Registered in England & Wales, Registration Number: 10893142 - Registered Office: Lower Blyth Suite, Kirkley Hall, Ponteland, Newcastle upon Tyne, NE20 0AQ

Tax and trust planning are not regulated by the FCA.

The value of investments and income from them can go down. You may not get back the original amount invested.

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

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