CRS Consultants Limited

Independent Financial Adviser  C R S Consultants Ltd, Northwich, Cheshire, CW9 5HA
First meeting at adviser's own cost
We aim to give impartial, independent advice, to look after our clients as we would wish to be dealt with
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Clive Steggel
Managing Director / Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Chris Miller
Financial Adviser / Financial Services Manager

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Mike Sheehan
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Chris Coghlan
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
“My family have used CRS Consultants Ltd to look after their investments and pensions for over 30 years. More recently both my wife and I have been able to retire several years earlier than planned, thanks to the advice and guidance given by Clive, Chris and the investments team. They have both a professional and friendly attitude when dealing with customers, which enables you to be comfortable you have selected the right investment. I have no problem recommending their services to anyone, as they have certainly ensured Carol & I have a happy retirement.”
Mr M & Mrs C S, Middlewich
Chris (Miller) was absolutely excellent and kept me up to date on progress. Very understanding, calm and I felt totally at ease and he understood my personal circumstances. A credit to CRS
JM, Cheshire
About us

CRS Consultants Limited has been providing independent financial advice and insurance since 1977. We pride ourselves in giving our clients our personal customer friendly service. With qualified and fully trained staff our financial services department is able to give pension advice as well as full financial planning and investment recommendations.

Our commercial and personal insurance departments are able to give competitive quotes with a personal broking service, sometimes immediately. See our website for full details of the services we can offer.

Our services

Financial Planning for Retirement, pension planning and various types of Investments. Wealth Planning using our Clever Adviser offering.

Where to find us
Head office address: C R S Consultants Ltd, Parr Bank Buildings, 8-10 Dane Street, Cheshire, Northwich, CW9 5HA
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 14th September 2020

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