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
2nd December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Long term care
Meet our advisers
Patrick Walsh CERTPFS
Partner
What our clients say
"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
"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
"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
"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
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
Minimum mortgage value
£0

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