Providing Client Support for key Professionals
At CRS Consultants Ltd, we understand that you will want to provide your clients with holistic advice, by calling on other professionals’ specialist knowledge.
Are you a lawyer, accountant, trustee or other financial professional? If so, you will find yourself working with clients who may ask for your advice on related financial subjects. In those circumstances, who do you turn to? Ideally, you would be able to say: “I can’t help you with that question, but I know someone who can.”
We can provide your clients with a full range of independent financial advice which could complement your own. Your client will benefit from receiving advice, while you benefit by having provided your client with a better service.
So, if you are a professional, working in any of these fields, it could be to your benefit, as well as your clients’, to make contact with ourselves.
Private Client Lawyers
We provide advice and guidance for estate-planning, investments, equity release and care-fees-planning.
Family Lawyers
Dealing with complex and sensitive issues –separation and divorce, pension-sharing, checking and gathering information, portfolio management and guidance on future financial planning needs.
Accountants
As fully independent advisers, CRS Consultants Ltd is ideally placed to provide advice on pension-planning, business disposal, inheritance tax solutions, life assurance and commercial mortgages.
Trustees
It is important to seek independent and impartial advice on the assets held within any form of trust arrangement. We regularly advise new and existing trustee’s on suitable asset allocation and investment strategies.
