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WELCOME TO CCS Financial Services Ltd

Financial adviser located in Woking, Surrey.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01483 765 212 or email us at john@ccsfinancial.co.uk and we'll be pleased to help you.

ABOUT

Who we are and what we do

The “Troubles” were just beginning in Northern Ireland, platform soles and flares were the height of fashion, Barbie dolls were the best-selling toy and Harry Nilsson’s “Without You” was at the top of the UK charts in 1972 when John Liverton founded CCS Insurance Services Limited.

Although the company offered all insurance related and insurance and financial related products to the public, the business was established with the ethos of building long-term client relationships.

Financial Services

We offer a full range of financial services and have highlighted three of our most popular below.

How We Work

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

Our plan for you

1About You

We meet together to discuss your personal circumstances and your current financial situation.

2Your Goals & Ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

3Analysis

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

4How to get there

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

5Implementation

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

6Review the Plan & Progress Updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.

WANT TO MAKE THE MOST OF YOUR WEALTH?

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Where we are

Wych House, Wych Hill, Woking , Surrey , GU22 0EU

Privacy Notice

Registered office address: Wych House, Wych Hill, Woking, Surrey, United Kingdom, GU22 0EY

Registered in England and Wales under reference 02617435

CCS Financial Services Ltd is an appointed representative of Quilter Financial Services Ltd & Quilter Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Ltd & Quilter Mortgage Planning Limited is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 440703 & 440718.

The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Ltd & Quilter Mortgage Planning Limited 23/09/2024.

Give us a call on 01483 765 212 or drop us a message