CS Retirement Solutions
Our core values include delivering a first-class service to all of our clients and we pride ourselves on forming long-standing client relationships founded on honesty, integrity and trust.
We offer personalised financial planning to both private and business clients, providing advice and making recommendations that suit individual circumstances.
We understand that our clients have many different needs and objectives and therefore we do not offer a ‘one size fits all approach’. Instead, we create bespoke financial solutions which involves us working together with our clients, often over the longer term, in order to help them achieve their goals.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Buying commercial property
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Payment protection insurance
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Tax & trust planning
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Expatriate finances
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Commercial mortgages
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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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Stockbroking services
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Stockbroking services
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Sharia finance
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Long Term Care
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Last authorised 14th September 2020
Meet our advisers
Jason Murgatroyd
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Certificate in Equity Release
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This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Shamraze Ahmed
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
chevron_up
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Certificate in Equity Release
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This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Our services
Raising The standards of financial advice
Making financial advice accessible to all
Trusted & stress-free financial advice
Friendly, personable advisors
Where to find us
Head office address: 45 High Street, Yeadon, Leeds, LS19 7SP
Preferred clients
Minimum wealth (income/assets)
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
