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Home >> Services >> Iom Personal Services :: Savings
At CFS Financial Consultants Ltd, we can use our specialist knowledge to provide you with regular savings advice and services that are tailored to your requirements.

Our expertise spans low, medium and high-risk products depending on your personal criteria and care is taken to ensure that such savings schemes are flexible enough to adapt to your needs.

CFS Financial Consultants Ltd has access to many of the leading providers of tax efficient regular savings plans available to clients worldwide and if you would like further details on savings plans or any other aspect of financial planning from CFS Financial Consultants Ltd.

If you require any information regarding savings planning, please click here to contact us.

There are many reasons why you may wish to make regular savings. A few common reasons are outlined below: -

Emergency fund
It is imperative that everyone has access to an emergency fund, just in case of an unexpected expense such as a tax bill, car and home repairs, medical bills.
School Fees Planning
It is important to plan well in advance to secure your children the best education available. We will work with you to find the best means of funding for future school fees whether this is through lump sums, regular savings or education loans.
Holiday of a lifetime
With some careful planning and strict regular saving, that dream holiday could be yours.
Daughter's/Son's Wedding
You needn’t have sleepless nights wondering how you are going to pay for your children’s wedding. If you start saving early enough, you will be surprised how little you actually need to put away each month to provide an adequate sum for the future.

New Car
Be the envy of all your friends, and with careful planning, you won't need to take on a huge debt to pay for it.
Holiday Home/Retirement Home
Have you ever considered owning a second property abroad? Somewhere to spend your holidays, or ultimately retire to.
Supplement retirement income!
Most people's retirement provision will allow them to take a tax-free cash lump sum, but doing this will reduce the amount you can take as an income. It is important that when you come to retire that you have a healthy sum of cash to fall back on in case of emergency, but why let your retirement income suffer as a result. A long-term savings plan tied in to your preferred retirement age can provide the cash sum you need without having to reduce your income.

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CFS Financial Consultants CFS Financial provides a wide range of financial services
to both local (Isle of Man) and international clients.
Services include Pensions, Investment products,
Expatriate Services, Mortgages, Life Cover.
 
CFS Financial Consultants Limited.  4 Athol Street  Douglas  Isle of Man IM1 1LD  British Isles
Licensed to conduct Investment Business by the Isle of Man Financial Supervision Commission
IOMIBA. A member of the Isle of Man insurance Brokers Association.
Directors: M H Evans Cert. PFS, S D Pickering FPC
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