CS Mortgage Solutions

Independent Financial Adviser  Suite 65, Leeds, LS1 3AJ
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FCA authorised
Last authorised 13th September 2021
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
Meet our advisers
Mr Jason Murgatroyd
Our services

Raising The standards of financial advice
Making financial advice accessible to all
Trusted & stress-free financial advice
Friendly, personable advisors

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Suite 65, 33 Great George Street, Leeds, LS1 3AJ

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