CRS Consultants Limited

Insurance Brokers & Independent Financial Advisers

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01606 48521

info@crs-consultants.co.uk

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  • About CRS
    • About CRS Consultants

    • Meet the Team of Advisers
    • Profile
    • Company History
    • Core Values
    • Professional Partners
    • Professional Connections
    • Giving Back
    • Testimonials
  • Financial Services
    • Financial Services

    • Investments
    • Retirement
    • Pensions
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    • Inheritance Tax Planning
    • Planning Process
    • Long Term Care
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    • Movers
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    • Protection

    • Individual Protection
    • Business Protection
  • Business Insurance
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    • Motor Fleet Insurance
    • Motor Trade Insurance
    • Goods in Transit Insurance
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    • Excess Protect Insurance
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Pensions

We will help by:

  • Pre-retirement/investment – Providing suitable tax efficient saving strategies to assist clients build up sufficient assets to provide a comfortable retirement, taking into consideration affordability and attitude to risk.
  • At retirement/disinvestment – Guiding clients through the plethora of options available, and deciding which strategy best suits their personal circumstances taking into consideration inflation, taxation, attitude to risk, health, and any requirement for dependants benefits.
  • Utilising cash flow forecasting to establish whether the client is likely to have sufficient capital to last them throughout their retirement.
  • Considering the possibility of receiving an income from their pension fund whilst continuing to work.

Pensions and divorce

Going through a divorce is one of the most stressful events in life. Financial Planning assistance is essential at this time and we provide appropriate advice accordingly:

We can help by:

  • Analysing the information provided by one or both parties.
  • Assisting in gathering any further information to prepare your report and liaising with legal representatives as required.
  • Preparing a detailed report to consider all of the options available, utilising actuarial input where necessary.
  • Recommending suitable financial arrangements including pensions, investments and protection.
  • Implementing any financial order, for example pension sharing and attachment orders.

Managing the client’s investment portfolio and dealing with their financial planning needs in the future.

The Financial Conduct Authority does not regulate Tax or estate planning.

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Contact Us

Office:
Parrs Bank Building,
Dane Street,
Northwich Cheshire,
CW9 5HA

T: 01606 48521
f: 01606 40031

Opening Times:
Monday to Friday
9:00am - 5:00pm

CRS Consultants Limited is Authorised and Regulated by the Financial Conduct Authority and is entered
on the FCA register (www.fca.gov.uk/register) under reference 474097.

www.financial-ombudsman.org.uk

The registered office is: Parrs Bank Buildings, Dane Street, Northwich Cheshire, CW9 5HA.
Registered in England and Wales, company number 02231655.

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  • Home
  • About CRS
    • Meet the Team of Advisers
    • Profile
    • Company History
    • Core Values
    • Professional Partners
    • Professional Connections
    • Giving Back
    • Testimonials
  • Financial Services
    • Investments
    • Retirement
    • Pensions
    • Wealth Management
    • Clever Adviser
    • Inheritance Tax Planning
    • Planning Process
    • Long Term Care
  • Mortgages
    • Mortgages
    • First Time Buyers
    • Movers
    • Buy to Let
    • Bridging Finance
    • Equity Release/Lifetime Mortgages
    • Mortgage Testimonials from our Customers
  • Protection
    • Individual Protection
    • Business Protection
  • Business Insurance
    • Commercial Combined Insurance
    • Commercial Liability Insurance
    • Commercial Property Owners Insurance
    • Motor Fleet Insurance
    • HGV Insurance
    • Van Insurance
    • Motor Trade Insurance
    • Goods in Transit Insurance
    • Professional Indemnity Insurance
    • Agricultural & Farming Insurance
    • Excess Protect Insurance
    • Testimonials
  • Personal Insurance
    • Car & Motorcycle Insurance
    • Home Insurance
    • Caravan Insurance
    • New Driver Insurance
    • Insurance for Learner Drivers
  • News
  • Contact