CFS Wealth Planning Limited

: 15-17 Osborns Court, Olney, Buckinghamshire, MK46 4LA

: FCA Number: 911510

Website Image of CFS Wealth Planning Limited

CFS Wealth Planning Limited, FCA regulated under number 911510, offers bespoke financial advice in Buckinghamshire and the surrounding areas. Conveniently located in Olney, close to the major city of Milton Keynes, our team of experts specialize in multiple segments including life investments and pension retirement advice. Final salary pension transfers and comprehensive financial planning are also within our portfolio of expertise. Our central location on Osborns Court allows us to reach clients across MK46 4LA, proving a reliable choice for both individual investors and local families. Trust CFS Wealth Planning Limited for your financial needs u2013 a steadfast partner in a complex financial world. With a focus on regulated advice, we are dedicated to guiding you through your financial journey with confidence.

Their team includes 4 financial advisers. Check FCA registration here.

CFS Wealth Planning 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 CFS Wealth Planning Limited from the Motorway

From the M1, take the exit towards Northampton, Wellingborough, and Kettering. Merge onto London Road/A45 and continue to follow A45. At Barnes Meadow interchange, maintain left and follow signs for A428 towards Town Centre and Bedford.
At the roundabout, proceed to the 4th exit onto Bedford Road/A428 and navigate through one roundabout. At the subsequent roundabout, take the 2nd exit and continue on Bedford Road / A428.
Next, turn right onto B5388. At the roundabout, take the first exist onto Drift Way. Further along, at Whirly Pit Roundabout, take the third exit onto Wellingborough Road /A509 and continue following A509. Lastly, turn left onto Osborn's Court. Your destination will be on your left.

List of advisers under CFS Wealth Planning Limited:

CFS Wealth Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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