Our People
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Email. carolinecsmfinancialsolutions.com
Caroline puts the client at the heart of everything she does listening to their requirements and concerns.
Caroline recognises that many areas of Financial Planning are often technical and sometimes difficult to understand. She prides her herself in being able to put difficult subjects into plain and simple English.
Caroline has helped many clients mitigate many sorts of tax issues, including Corporation Tax, Income tax, and Inheritance tax.
Often clients have concerns about Protecting the family, planning for University or simply how to make the most of their savings to generate Income.
Want to discuss your Future Plans?
Contact Caroline today to arrange a FREE initial consultation or find out more about how CSM Financial Solutions can provide you with specialist guidance and advice that covers Savings and Investments, Pensions, and Protection.
Complaints Policy
At CSM Financial Solutions we take our customers’ complaints very seriously and always aim to ensure they are handled fairly, efficiently and are resolved at the earliest possible opportunity. Should you have a complaint about us, or any of our products or services please contact:
CSM Financial Solutions Limited,
Tudor Lodge, Folly RoadInkpenBerkshireRG17 9QB
Telephone: 07760 665656, 9am to 5pm – Monday to Friday
Email: caroline@csmfinancialsolutions.com
If your complaint is not resolved to your satisfaction, you may have the right to refer it to the Financial Ombudsman Service.
Full details can be found at:
www.financial-ombudsman.org.uk