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  11. CS Retirement Solutions

CS Retirement Solutions

Independent Financial Adviser  Suite 65, Leeds, LS1 3AJ
First meeting at adviser's own cost
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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Annuity purchase
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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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Pensions transfer
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SIPPs
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Equity release
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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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Regular savings
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Savings for children
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School fees planning
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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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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 28th June 2021
Meet our advisers
Mr Jason Murgatroyd

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

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

What our clients say
Excellent work from Shamraze. He was very helpful.
Sobia, Aziz
Excellent service from start to finish, Shamraze worked round my work schedule to accommodate me. Very professional and helpful throughout couldn’t recommend enough. Quality service.
Jonathan, Reynolds
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: Suite 65, 33 Great George Street, Leeds, LS1 3AJ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 28th June 2021

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