CRS Consultants Limited

Insurance Brokers & Independent Financial Advisers

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01606 48521

info@crs-consultants.co.uk

  • Home
  • About CRS
    • About CRS Consultants

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

    • Investments
    • Retirement
    • Pensions
    • Wealth Management
    • Clever Adviser
    • Inheritance Tax Planning
    • Planning Process
    • Testimonials
    • Long Term Care
  • Mortgages
    • Mortgages

    • Mortgages
    • First Time Buyers
    • Movers
    • Buy to Let
    • Bridging Finance
    • Mortgage Testimonials from our Customers
    • Equity Release/Lifetime Mortgages
  • Protection
    • Protection

    • Individual Protection
    • Business Protection
  • Business Insurance
    • Business Insurance

    • Motor Fleet Insurance
    • Motor Trade Insurance
    • Goods in Transit Insurance
    • Commercial Liability Insurance
    • Professional Indemnity Insurance
    • Commercial Property Owners Insurance
    • Commercial Combined Insurance
    • Agricultural & Farming Insurance
    • Excess Protect Insurance
    • Testimonials
    • HGV Insurance
    • Van Insurance
  • Personal Insurance
    • Personal Insurance

    • Car & Motorcycle Insurance
    • Home Insurance
    • Caravan Insurance
    • New Driver Insurance
    • Insurance for Learner Drivers
  • News
  • Contact

Wealth Management

Individuals, companies and trusts invest for a reason. It can be for income or growth or a combination of the two.

We will help by:

  • Collecting relevant facts to understand your current position and evaluating and adopting your existing arrangements.
  • Establishing your financial objectives, tolerance to risk and required liquidity.
  • Producing a financial plan.
  • Establishing a suitable asset allocation to match your attitude towards investment risk.
  • Identifying the most tax efficient wrappers and construct a suitable investment portfolio.

The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.

Wealth Preservation – planning for later life and inheritance Issues

Financial Planning for wealth preservation in later life including Inheritance Tax planning can be complex and require specialist knowledge.

We will help by:

  • Providing appropriate investment strategies, perhaps geared towards capital preservation rather than capital growth, to generate or increase income in a tax efficient way.
  • Implementing Inheritance Tax mitigation strategies whilst retaining sufficient assets to ensure a client’s own financial security. This could be achieved by utilising a wide range of trust and investment based approaches which are designed to meet both aims.
  • Arranging a client’s affairs so that their estate passes to their chosen beneficiaries in a cost efficient way, without compromising financial security during their lifetime.

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
  • Financial Services
    • Investments
    • Retirement
    • Pensions
    • Wealth Management
    • Clever Adviser
    • Inheritance Tax Planning
    • Planning Process
    • Testimonials
    • 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