Financial

Financial

The CGA's wide range of financial services is available to members and non-members alike. The CGA has a formidable team of qualified and experienced financial consultants - some of whom specialise in particular fields - dedicated to providing the highest standards of service.

In addition to our in-house team of professional financial consultants we have high-level access to a number of leading authorities and industry specialists.

All this ensures that the CGA can take care of your financial affairs with integrity, in a cohesive and dependable manner, and offer innovative and sound financial advice to ensure you make the very best investment decisions.

Over the years the CGA has become a trusted source for all forms of wealth management, including mortgages, investments, equity release, estate planning, tax returns, private banking, wills, inheritance tax, pensions, school fees planning, and business exit strategy.

At a major financial event at the O2 Arena in January 2009, William Harrison-Allan collected a top wealth management award from Sir Bob Geldof after CGA Financial & Investment Services had achieved a record performance in 2008. To achieve the very best performance possible, even through the incredibly tough financial climate underlined the CGA's stability, "We are delighted to have consistently performed so well which, to a great extent, is a credit to our experienced consultants and the dependability of the advice they have given over the years. I also believe that our long-standing partnership with St. James's Place Wealth Management, twinned with the personal service that we deliver has made our high quality offering both immensely secure and extremely attractive", said the CGA Cheif Executive upon receiving the accolade.

 

These services are provided by CGA Financial & Investment Services Limited. Respresenting St. James's Place Wealth Management plc which is authorised and regulated by the Financial Services Authority.

We would like to advise you...
Give us a call 01985 850706
or email enquiries@thecga.co.uk
or write to The CGA, Chalke House, Station Road, Codford, Warminster, BA12 0JX