Business Details
2 Years
experience
Your Trusted Financial Partner in Kendal
Established in 2024, C S Mortgage Solutions is a trusted provider of comprehensive financial advisory services across the United Kingdom. Our team of fully qualified advisers specialises in mortgage solutions, retirement planning, equity release, and protection insurance, delivering bespoke financial strategies tailored to individual client needs. With a commitment to raising standards in financial advice, we combine extensive industry knowledge with a client-centric approach, ensuring accessible, stress-free guidance for both private and business clients. Our expertise spans first-time buyer mortgages, commercial lending, pension drawdown, and inheritance tax planning, supported by partnerships with regulated institutions like The Openwork Partnership. We prioritise long-term client relationships built on honesty, integrity, and transparency, offering virtual and telephone appointments to accommodate modern lifestyles.As a company registered with Companies House (number 10731629), we adhere to strict regulatory frameworks while maintaining flexibility to address evolving financial challenges. Our advisers operate nationwide, providing expert support for property transactions, debt restructuring, and wealth preservation strategies. By avoiding one-size-fits-all solutions, we ensure clients receive personalised recommendations that align with their unique circumstances and long-term objectives. This dedication to excellence has earned recognition as a top-tier mortgage broker and trusted advisor in key UK locations.
Services
Mortgage Solutions
Retirement Planning
Equity Release
Protection Insurance
Commercial Mortgages
Details
- Year established: 2024
Highlights and features
- We offer accessible financial advice for all client circumstances
- Our team provides trusted, stress-free advisory services nationwide
- Friendly, personable advisers with specialist mortgage expertise
- UK-wide network of qualified financial professionals available
- Flexible virtual and telephone appointment options available
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Mortgage Solutions
We specialise in securing suitable mortgage deals for diverse client circumstances. Our FCA-regulated advisers help with first-time purchases, remortgaging, buy-to-let investments, and commercial property financing. With exclusive market access and flexible appointment options, we simplify the mortgage process while ensuring informed decision-making.
Retirement Planning
Our retirement specialists provide comprehensive pension planning and investment strategies. We help clients understand income streams, manage pension pots, and implement drawdown solutions. By assessing individual risk profiles, we create sustainable retirement income plans that maintain desired lifestyles while complying with regulatory standards.
Equity Release
We offer expert guidance on lifetime mortgages and home reversion plans for homeowners aged 55+. Our advisers explain tax implications, inheritance impacts, and benefit considerations while ensuring clients understand long-term financial consequences through regulated FCA-compliant processes.
Protection Insurance
Our protection services include life insurance, critical illness cover, and business continuity solutions. We help clients safeguard incomes, maintain family lifestyles, and protect business assets through tailored policies that meet evolving personal and commercial needs.
Commercial Mortgages
We provide specialist commercial mortgage advice for property investors and business owners. Our services cover financing strategies for commercial properties, with expertise in navigating complex lending criteria and securing competitive rates for business property acquisitions.
Questions
What mortgage types do you offer?
We provide first-time buyer mortgages, remortgage solutions, buy-to-let financing, and commercial mortgages tailored to individual circumstances.
Are your financial advisers qualified?
Yes, our team consists of fully qualified advisers regulated through The Openwork Partnership and FCA-authorised professionals.
Can I get virtual financial advice?
We offer flexible virtual and telephone appointments with qualified advisers across the UK at convenient times.
What retirement planning services are available?
We provide pension drawdown, investment planning, and retirement income strategies to maintain your desired lifestyle.
Is equity release suitable for everyone?
We provide impartial advice about equity release suitability, explaining risks, inheritance impacts, and alternative options.
How are you regulated?
We operate as an appointed representative of The Openwork Partnership, authorised and regulated by the Financial Conduct Authority.
