Business Details
49 Years
experience
Trusted Financial Advisers in Northwich
Established in 1977 by Clive Steggel, CRS Consultants has built a reputation for delivering professional financial advice and insurance services to clients across Cheshire and the UK. Our team of experienced advisers provides tailored solutions for wealth management, mortgages, and business and personal insurance, supported by continuous professional development to maintain industry expertise. We prioritise understanding client needs to offer bespoke financial strategies, operating under FCA regulation to ensure compliance and trust. With offices in historic Northwich, we combine local knowledge with access to national insurance markets, offering competitive products without compromising on service quality. Our commitment extends to ongoing client support, ensuring financial plans evolve with changing circumstances while maintaining transparency and ethical standards.
Services
Wealth Management
Mortgages
Business Insurance
Personal Insurance
Protection
Bridging Finance
Buy to Let
Agricultural Insurance
Commercial Liability Insurance
Home Insurance
Served areas
- Cheshire & North West
Details
- Year established: 1977
Highlights and features
- We offer over 45 years of experience in financial advisory services.
- Our team provides personalised financial solutions tailored to individual needs.
- We maintain FCA regulation for compliance and client protection.
- We combine local market knowledge with access to national insurance providers.
- Our advisers undergo continuous professional development to ensure expertise.
Associations and certifications
- Financial Conduct Authority
What people say
Expert financial guidance
Personalised solutions
Decades of experience
Comprehensive insurance options
Trusted local advisors
Services
Wealth Management
Our wealth management service helps individuals and businesses grow and protect their assets through strategic investment planning. We offer bespoke portfolio management tailored to risk profiles and long-term goals. With access to a wide range of financial products, we provide ongoing reviews to ensure your wealth continues to work effectively for you.
Mortgages
We provide comprehensive mortgage advice for first-time buyers, remortgagers, and property investors. Our consultants help you navigate fixed-rate, variable, and interest-only options to find the best deal. With access to exclusive market rates and a deep understanding of lending criteria, we simplify the mortgage process from application to completion.
Business Insurance
Our business insurance solutions protect companies against risks including property damage, liability claims, and cyber threats. We offer tailored policies for commercial combined insurance, professional indemnity, and goods in transit. Working with specialist underwriters, we ensure comprehensive coverage for both standard and unique business operations.
Personal Insurance
We provide personal insurance for homes, vehicles, and specialist assets like classic cars and caravans. Our policies offer flexible coverage options with competitive premiums. By continuously monitoring market offerings, we secure tailored solutions that balance protection needs with affordability for high-net-worth individuals.
Protection
Our protection services safeguard families and businesses against financial loss from critical illness, disability, or death. We offer life insurance, income protection, and key-man policies tailored to personal circumstances. These products ensure financial security for dependants and business continuity during unexpected events.
People
Clive Steggel
Managing Director and Financial Adviser
Clive founded CRS Consultants in 1977, bringing decades of insurance and financial advisory experience. He leads with a commitment to personalized client service and community engagement in Northwich.
Chris Coghlan
Director and Financial Adviser
Chris provides expert financial advice with a focus on wealth management and retirement planning. He works closely with clients to develop strategies aligned with their long-term goals.
Chris Miller
Director and Financial Adviser
Chris specialises in mortgage and protection solutions, offering tailored advice to individuals and businesses across Cheshire and the UK.
Rebecca Massey
Mortgage & Equity Release Adviser
Rebecca helps clients navigate mortgage options and equity release schemes, providing clear guidance for property-related financial decisions.
Louise Hough
Financial Adviser
Louise delivers comprehensive financial planning services, focusing on retirement strategies and investment management to secure clients' financial futures.
Questions
What financial services does CRS Consultants offer?
We provide wealth management, mortgages, business insurance, personal insurance, and protection products tailored to individual and corporate needs.
Are CRS Consultants regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 474097.
Do you offer mortgage advice for first-time buyers?
Yes, we specialise in mortgage solutions for first-time buyers, remortgaging, and buy-to-let properties.
What business insurance policies are available?
We offer commercial combined insurance, professional indemnity, cyber insurance, goods in transit, and specialist business covers.
Reviews (2)
Jane Pinfold
Nov 05, 2021
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Earlier today we had a meeting with Chris Coghlan. Couldn't recommend him more. Helped us with pensions advise and explained everything in a very easy to understand manor. Extremely transparent service!
Clive R Steggel
Great, look at the WEB pages. Just finished 38 years of trading with a great team ( see who is who at CRS in the WEB pages) to work with and fantastic clients to look after