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CSM Financial Limited

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14 North Park Road, Harrogate, North Yorkshire, HG1 5PG
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FCA Number: 734820

CSM Financial Limited, based in Harrogate, North Yorkshire, is a highly regarded financial firm serving the surrounding areas. As an FCA-regulated firm (registration number: 734820), we're trusted with life investments, offering valuable advice on pensions and retirement planning. We specialise in final salary pension transfers and comprehensive financial planning, tailoring services to suit every individual's financial goals. We have earned a reputation for our client-focused approach and commitment to regulated advice. Our location at 14 North Park Road is easily accessible from major towns and cities, offering convenience for our clients. Whether you're a first-time investor or looking to secure your future, CSM Financial Limited provides a professional yet approachable service.

Their team includes 2 financial advisers. Check FCA registration here.

CSM Financial Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to CSM Financial Limited from the Motorway

  1. Commence from the M1.
  2. Proceed to the M69 ramp that leads towards Birmingham/Coventry.
  3. Upon arriving at the roundabout, take the fourth exit that merges onto the M1 ramp heading towards Nottingham/Newark/Leicester (N).
  4. Merge onto the M1.
  5. Ensure to keep right in order to stay on the M1.
  6. Subsequently, continue onto the A1 (M).
  7. At junction 45, take the A659 exit marked Wetherby/A168/Otley.
  8. When you reach the roundabout, take the first exit leading to Wattle Syke/A659.
  9. At the following roundabout, take the third exit onto the A168.
  10. Make sure to stay to your right to remain on the A168.
  11. At the next roundabout, take the second exit onto Boston Road/A661 and continue to trace the A661.
  12. Upon arrival at the roundabout, take the first exit onto Market Place/A661 and again, continue to follow the A661.
  13. Proceed to the roundabout and take the second exit onto Spofforth Hill/A661. Continue to follow the A661.
  14. At the subsequent roundabout, once more, take the second exit onto Harrogate Road/A661 and continue to follow the A661.
  15. Reach the roundabout and take the second exit onto Wetherby Road/A661.
  16. Upon arrival at Empress Roundabout, take the first exit onto Knaresborough Road/A6040 and continue to follow the A6040.
  17. Proceed to make a right turn onto Queen Parade.
  18. Finally, continue onto North Park Road. The destination will be located on the left-hand side.

List of advisers under CSM Financial Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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