Welcome to Crocus Wealth - Chartered Financial Planners
We are Chartered Financial Planners and have been trading since 2001. The Chartered status award is the highest recognition for Independent Financial Advisers and it provides clients with reassurance that the advisers have achieved the highest level of qualifications and have many years professional industry experience.
We have built a strong business based on the principles of delivering high quality advice and expertise to our clients. We pride ourselves on the level of service that we provide to our clients, which we believe they expect and deserve.
The depth of our knowledge means we can offer advice in the areas of Investments, Retirement Planning, Estate Planning and Protection.
We strongly believe that our investment process provides a clear and fresh approach that ensures our clients fully understand investment risk and provides our clients with clarity around their investments.
The experience our advisers have accumulated enables us to develop a high level of technical expertise covering taxation and legislation, along with economic and investment issues. Our Chartered Financial Planners also hold the pension specialist examination.
All Chartered Financial Planners adhere to a respected code of ethics and are responsible for maintaining a high level of continued professional development to ensure knowledge is up to date with the latest legislation and technical developments.
Registered Office: 601 London Road, Westcliff-on-Sea, Essex SS0 9PE
Registered in England No 3841035
Crocus Wealth is a trading style of Crocus Wealth Limited who are authorised and regulated by the Financial Conduct Authority (FCA)
and are entered
on the FCA Register at
(www.fca.org.uk) under reference 429588
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk