Services
Financial Services
Highly qualified and experienced staff give independent advice on such financial services as pensions, inheritance tax, investments, business protection and wealth planning.
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Consulting Services
Bonds and commodities are much more stable than stocks and trades. We allow our clients to invest in the right bonds & commodities.
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Mutual Funds and Initial Public Offerings (IPO), Trading & Investing
Mutual Funds and Initial Public Offerings (IPOs)offer an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
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HELPING YOU TO ACHIEVE YOUR FINANCIAL GOALS
At csm wealth we provide impartial financial advice to help personal clients and businesses achieve their financial goals. Our team of independent financial advisers will work with you to build financial plans that enable you to achieve your short, medium and long term financial goals.
Whether you are looking to grow, preserve or pass on your wealth, we help our clients to achieve their financial ambitions by building lasting relationships, adopting a holistic approach to financial planning and providing whole of market advice.
GROWING STRONGER BUSINESSES
At csm wealth we provide impartial financial advice to help personal clients and businesses achieve their financial goals. Our team of independent financial advisers will work with you to build financial plans that enable you to achieve your short, medium and long term financial goals.
Our dedicated team of specialist business financial advisers and consultants help you to build stronger, more robust businesses. We also understand the financial objectives of a firm are often interlinked with the financial ambitions of the owner so we adopt a holistic approach to our service that can encompass both objectives.
CSM Wealth Management
Our Wealth Management model is centered on that of an External Asset Manager. csm wealth has agreements in place with various globally acclaimed custodian banks. Our business model gives us the independence to advise on multiple custodian banks in comparison to being constrained by a single set of in house solutions.
csm wealth endeavors to provide the highest standard of personalized relationship management. Our asset managers and relationship managers take the time to listen to clients and understand their requirements in detail on an individual basis so as to ascertain the right choice and mix of investment banking options. We take great pride in working side by side with our clients to understand their financial dreams and turn them into a reality.