CPS Financial Solutions Ltd, 1 Wessenden Head Road, Meltham, Holmfirth, HD94ET

Description

CPS Financial Solutions is a small, friendly company, providing whole of market independent financial advice to people in and around Yorkshire. Our three advisers all hold Financial Planning Certificates (FPC) 1, 2 and 3 and Mortgage Advice Qualification (MAQ), and Paul Cooper is level 4 diploma qualified. Between us, we have combined experience of more than 45 years. CPS Financial Solutions provides a comprehensive financial planning service in the comfort of your own home or business or feel free to call into our Meltham office.

This includes:


- reviewing your present financial position, looking at income and outgoings, assets and liabilities, and your tax position
- identifying your financial goals, considering your present and future obligations and needs
- recommending and creating a financial strategy, choosing from a wide range of suitable investment, insurance and pension plans, designed to meet your needs.

We have designed our service to provide you with the solutions you need to ensure you are organised financially to create as much wealth and security as possible for you and your family. So you can find out more about our service, we offer you a free initial consultation to see how we can help you. We look forward to becoming your first and primary source of financial advice.