Offering Expatriates Around The Globe
Access To Highly Competitive Offshore Based  Insurance & Investment
Products & Services

Click here to review the latest exciting
fund launches and special offers currently available

 
As experienced and qualified financial planning advisors since 1985 CSM Ltd have helped and continue to guide individual and corporate clients reach their short, medium and longer term financial planning objectives.

Our global client base has steadily and consistently grown - not because of promises of outlandish fund performance or apparent 'get rich quick schemes' but by simply adhering to basic fundamental financial planning principles.

We use product providers that are generally based in the highly regulated offshore jurisdictions of the Isle Of Man, Jersey and Guernsey that offer financial protection for client assets.

We advocate prudence in planning and the creation of diversified client portfolios - we do not believe in placing all of ones funds into any single strategy.

CSM Ltd place great emphasis on client communications. We believe in the concept of helping clients better understand financial products and services in order that clients can take a far more positive and active role in the decision making process.

To this end we gladly help clients improve their knowledge and understanding of what at times can appear to be a bewildering subject.

We also place great emphasis on the concept of "Plan , Do , Review" - The review portion of the equation is essential in avoiding costly mistakes. The review process which generally occurs quarterly will highlight opportunities that present themselves and also provide an opportunity to periodically shelter assets from market turmoil's.

We fully embrace the latest technologies such as Skype, MS and Yahoo  Messengers, email and of course the humble telephone in order that we are only ever a mouse click or the push of a telephone button away.

T
he drop down menu above enables you to navigate our site or you may prefer to simply complete, save to your PC and then email to us the Product & Services Review Checklist in interactive pdf file format.

We will happily address any query you have - and that is a promise.

 







 
 

 

 



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Tel : + 66 81 8428 438
Skype : csmltd

   

Fax : + 66 2 994 5731
Email : info@csmltd.com

 

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