Building Long Term
Relationships
Since 1991 we have been building long-term relationships with our clients through exceptional service and highly experienced Financial Advisors. Why not get in touch today to discuss your requirements or to request a copy of our Terms of Business.
Our Core
Financial Services

Services include:

01
Personal Financial Planning

Pension Planning
Options at Retirement
Investment Planning
Inheritance Tax Planning

Pension Planning
Options at Retirement
Investment Planning
Inheritance Tax Planning

02
Mortgages & Protection

Mortgages
Equity Release
Protection Planning
Family & Personal

Mortgages
Equity Release
Protection Planning
Family & Personal

03
Corporate Financial Planning

Workplace Pensions
Group Risk Benefits
Business Protection
Group Private Medical
Shareholder Protection

Workplace Pensions
Group Risk Benefits
Business Protection
Group Private Medical
Shareholder Protection

Help Achieve
Your Retirement Ambitions

Equity Release or a Lifetime Mortgage could help you achieve your retirement ambitions.

Some clients use a Lifetime Mortgage for helping family, children & grandchildren, making home and garden improvements or for repaying an interest-only mortgage.  If you’re looking to get your affairs in order and achieve your retirement ambitions, then a Lifetime Mortgage could be just what you need.  Talk to us today to see if you are eligible and for your personal Equity Release illustration.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Finance
TEAM

We think our people make CCS special. Find out more about who you will be working with when you insure through us.

Why
not
speak to us

Why not get in touch today to discuss your requirements or to request a copy of our Terms of Business.

Get in Touch
Make an Enquiry
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Complaints
or suggestions

f you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Intrinsic Complaints Department
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY

Email complaints@intrinsicfs.com 0r call 0191 241 0700

You can find more information by visiting the Intrinsic Financial Services website

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)