CS Wealth Consultancy

Financial Adviser (Restricted Whole of Market) Treadwell House, High Street, Bloxham, Oxon, OX15 4PP
FCA verified
8th July 2019
Client's will receive a professional and friendly service where we put the customers needs at the heart of the advice.
We can advise you on
    • Employee benefits
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Overseas
    • Remortgage
    • Self build
    • Annuity purchase
    • Auto enrolment
    • Pension drawdown
    • Pensions review
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Estate planning
Meet our advisers
adviser-person
Chris Blackett Dip FA
Financial Consultant
adviser-person
Simon Hawtin
Financial Consultant
Where to find us

Treadwell House, High Street, Bloxham, Oxon, OX15 4PP

About us

We are a local company offering financial advice to personal and corporate client's with over 20 years industry experience. All of our advisors have attained the Diploma in Financial advice and can offer the following services:
Mortgage Advice
Protection Advice
Retirement Planning
Investment & Savings
Corporate Solutions

Our services

At CS Wealth we believe that listening to our clients is paramount to our success in achieving strong financial plans. Once we have established your priorities and have a firm understanding of your objectives we will help achieve your goals with personal and transparent recommendations to suit your individual needs.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

We offer a comprehensive range of mortgages from across the market, but not deals that you can only obtain by going direct to a lender.

When dealing with these products in each case will we advise you and make a recommendation after assessing your needs.

Our fees and charges vary depending on the complexity and services we provide to you. We charge up to a maximum of £599 dependent on your circumstances; however our typical fee is
£287 per application payable upfront when you apply for a mortgage.

We will also be paid commission from the lender.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

CS Wealth Consultancy offer restricted advice on investment & pensions which means that our advice in these areas is restricted to advice on a wide range of products from a panel of companies. You may ask us for a list of the companies & products we offer advice on.

We offer products from a comprehensive range of mortgage providers from across the market.

We offer products from a range of insurers for insurance products.

CS Wealth Consultancy is an Appointed Representative of Personal Touch Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.

Some of the products/services shown above are not or may not be regulated by the Financial Conduct Authority.

CS Wealth Consultancy acts as a credit broker not a lender.

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