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Client Feedback
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Some of our clients have been good enough to tell us what they thought of our service and advice by giving us scores out of 5 under a number of categories,
some with additional comments. You can see these scores and comments below

The average scores given by our clients under each of these categories are shown below: Score Scale: 1 = Low and 5 = High
   
- Your adviser took time to understand my needs 4.9
- I was not under pressure to accept and proceed with the advice given 4.9
- The available options were clearly explained to me 4.9
- I would be happy to recommend your services 4.9

'During a very difficult time Crocus took the time to ensure that I had information required and that was very patient to let me go at my own pace. They explained in great detail and also allowed me to make my own decision and sort some things out myself.'
Mrs L P Mayhew - Benfleet, Essex
'Very satisfied with the service we receive - thank you.'
Mrs K J Rippon - Great Baddow, Essex
'My adviser ensured he fully understood the full situation around my Aunt's financial position including her other investments, that I was acting under Power of Attorney and gave appropriate advice based on all relevant factors. I have already recommended him to a friend and she is happy with the advice received.'
Mrs E A Read - Billericay, Essex
'I feel extremely happy that my assets are now managed by my adviser at Crocus. Reviewing my assets and spending has been very insightful and I am very grateful for the time and effort taken by my adviser. I shall definitely be recommending Crocus Wealth.'
Mrs C A Hosking - Brentwood, Essex
'I'm happy that my needs are being met by my adviser, he has been a long standing source of advice and help.'
Mrs T M Clear - Bishop's Stortford, Hertfordshire
'Having recently returned from Hong Kong, after 22 years abroad, and wishing to scale back on the day job, my adviser's advice was critical to our planning, not least as we were completely out of touch with UK pensions and tax-efficient savings opportunities.'
Mr M R D Pepper - St Albans, Hertfordshire
'My adviser comes across very well and explains things in a clear and concise manner.'
Mr A J Collins - Woodley, Reading
'Very happy with the advice my adviser has given me and the way he has explained everything.'
Ms R M Warren Chadd - Purley, Surrey
'Always very helpful, fast and efficient. Clear and easy to understand, very friendly. Thank you very much for all your help.'
Mr P A J Harlow - Wickford, Essex
'I don\'t like putting 5/5 for all questions usually as it looks boring and not thought through, but I am genuinely very pleased with the service received by me from my adviser. He listens and appears to advise very much on my needs not your company's! His manner is pleasant, friendly but respectful and he replies promptly to enquiries. I know it sounds cheesy but I am very satisfied with all he has done for me to date!!'
Dr K G Lehner - Stock, Essex
'This was a decision to ask someone to advise me on my finances but very glad I chose this adviser.'
Mrs B M Juffs - Dagenham, Essex
'Happy with how thing are even those there has been a dip in my investment but I understand this can happen especially in the climate we are in.'
Mr K P Juffs - Dagenham, Essex
'I find my adviser very helpful, personable and professional. I'm very confident in his decision making and advice. I can contact him at anytime and he always responds quickly. I know I'm in safe hands and that is a great thing.'
Mrs A E J Skelton - Caterham, Surrey
'Very courteous, clear, and friendly service. My adviser took great pains to explain options very clearly.'
Mr J A Redding - Bournemouth, Dorset
'No further comments as there is nothing that you can improve on.'
Miss Y P Buteux - Gilston, Hertfordshire
'Very helpful and a pleasure to have him advise us'
Mr D J Clifton - Buntingford, Hertfordshire
'Put up with my delayed responses and not getting paperwork off so thank you'
Miss V E Knight - Bishop's Stortford, Hertfordshire
'My adviser handled himself very professionally and was very informative taking the time to explain the things I didn't understand.'
Mr M C Freeman - Romford, Essex
'My adviser made me feel at ease from the moment we met, he fully understood my requirements and presented me with the best option for my needs. Despite the interference created by covid he kept me informed at all times of my options and progress. When I was ready to proceed, he made all the necessary arrangements and everything happened as promised. Also at all times I was aware of the back up provided by the Crocus team. Excellent service.'
Mr J D Matheson - Billericay, Essex
'My adviser has always been extremely helpful, always been able to explain both the process and many various questions that I have had. He was always available to discuss options kept us in the loop with the pension changes and ensured that we felt confident in our decisions.'
Mr P B Mayhew - Benfleet, Essex
'Excellent Service'
Mr S J Shipp - Brentwood, Essex
'We have dealt with our adviser for many years and have always found his advice to be sound. He always takes time to listen to what you are hoping to achieve with your finances and will look at different options so that at least you have a choice. When asked, he will through key points that you have highlighted in the past and guide you in your decision. I would definitely would have no hesitation in recommending my adviser. Regarding my Mother's finances again he was impartial but as he knew me he understood what was important and what we, as a family, were hoping to achieve on behalf of our Mother. He is extremely patient, can explain financial matters in a very clear and concise manner and is a pleasure to deal with. Thank you!'
Mrs J C Lewis - Cranbrook, Kent
'My advisor is someone who I feel I can completely trust with my finances. He has a calm and measured approach and allows me the time to assimilate the facts that he gives me whilst never putting any pressure on me to opt for a particular choice. A thoroughly professional approach and I'd highly recommend him to anyone.'
Ms C E Philpot - Muswell Hill, London
'My adviser was very helpful and took time to understand what we were trying to achieve. He was able to answer all of our questions and got our investments set up with very little hassle.'
Mrs L J Cordery - Chelmsford, Essex
'My adviser was very helpful during the initial setup and always responds promptly to any queries'
Mr J D Hickson - Wickford, Essex
'I am really happy with their knowledge, understanding and approach-ability regarding any questions I had - and at no point did I feel \'silly\' in any questions I had. They answered all my queries without blinking - which enforced a feeling of confidence throughout. I feel my adviser has completely understood my position, my requirements and outlined any concerns he had in simple terms (which I understood). I have nothing but praise and confidence in everything my adviser tells me - and feel I am getting a 100% service. Thank you very much guys.'
Mr D T Cahill - Rayleigh, Essex
'Very good service, always professional.'
Mrs J Sheppard - Epping, Essex
'Thanks to my adviser for making the whole process so easy, a real pleasure to work with!'
Mr A E Chiverton - South Woodham Ferrers, Essex
'As always, we received sound and comprehensive advice from our adviser. Our adviser is very personable, we trust him completely and can't recommend him highly enough.'
Mr K Fraser - Billericay, Essex
'I am very pleased & grateful with all my adviser's advice he has given me now & in the past.'
Ms V H Ahmetaj - Barry, South Glamorgan
'My adviser provides an excellent ongoing service. All queries, however stupid, are answered fully and quickly. He has allowed time for me to fully understand matters before making any commitment. I do intend on using the services further.'
Mr K P Mulholland - Hornchurch, Essex
'Very happy thus far with the service provided by my adviser and Crocus Wealth.'
Mr M Featherston - Brentwood, Essex
'Outstanding service from my adviser throughout.'
Mr R A Jowers - Chelmsford, Essex
'Very grateful for all the help we reeived.'
Mrs N Blundell - Billericay, Essex
'Excellent service at all times of contact.'
Mr M P Maloney - Maldon, Essex
'I have been a client of Crocus Wealth for ten years. I was recommended to you by a friend, I have certainly been grateful for it and I have similarly recommended others. The assured and personal way that you are taken care together with the fair fees and good advice makes Crocus Wealth an outstanding IFA/Chartered Financial Planners.'
Mr C B Rippon - Great Baddow, Essex
'I was and continue to be very satisfied with the advice and follow up actions given by my Advisor, and would be quite happy to recommend the services of Crocus Wealth.'
Mr G Georgiou - Whitstable, Kent
'Very happy with the service my adviser always provides.'
Mr R E Trent - Crowborough, East Sussex
'Working with my adviser is a pleasure. His industry knowledge coupled with his customer friendly character makes meetings straightforward. I will continue to work with my adviser, and have already recommended others to him. Completely professional.'
Mr G B Hamilton - Tonbridge, Kent
'My adviser is extremely helpful in the advice he gives, and consider that my adviser has provided and continues to provide first rate advice.'
Mr R J Fox - Harlow, Essex
'I found my adviser knowledgeable, helpful and he took time to answer all of my questions. Also, I found the process swift and easy.'
Mr S L Marchbank - London
'I really had no idea about any of this and my adviser really made me feel at ease and took his time to find out all of my information. He was informative, patient and helped me with everything I wanted to achieve I would highly recommend him and can't thank him enough!'
Miss N E Archer - Romford, Essex
'Very happy with the service I receive. Thank you'
Mrs C Venables - Billericay, Essex
'My advisor has been my advisor for many years. I trust him in everything he does for me'
Mrs H A Digby - Tunbridge Wells, Kent
'Both myself and my wife feel confident with the advice given and the fact my adviser is contactable puts our minds at ease. Thank you'
Mr P Dalling - Epping, Essex
'My adviser was fantastic. He spoke to my children about their investments and explained everything so that they understood their options. Would not hesitate to recommend him to others.'
Mrs F Doonican - High Wycombe, Buckinghamshire
'Since transferring my investment in December (2018) I have received clear & precise professional guidance & am comfortable with the service provided.'
Mr R Collier - Chelmsford, Essex
'The service I continue to receive from my adviser is fantastic. Each time we meet I leave with a clear understanding of the topics discussed and happy all my questions are answered. Just as importantly, the communication outside of our meetings from my adviser is brilliant. Clear, concise and always open to allow me to question anything I maybe unclear with.'
Mr J Turner - Chelmsford, Essex
'My adviser has been a great adviser, taking time to visit us at home and discuss our financial needs. He explained things very clearly to us, which was really appreciated. Thank you.'
Mrs F Horsley - Westcliff-on-Sea, Essex
'Very happy with the service so far, and have already arranged for my wife to see the same adviser'
Mr M Waters - Billericay, Essex
'A good service. Thank you.'
Ms M Cole - London
'A very personal and helpful service was provided by adviser.'
Mr D Choi - Chelmsford, Essex
'My adviser took time to explain my pension options before recommending the way forward , I am getting used to accessing the platform sight and take interest in what is happening to my pension .I have already made a recommendation to my adviser for a work colleague and also he has passed me details for a contact for private medical care.'
Mr P Goldfinch - Potters Bar, Hertfordshire
'I appreciate that my adviser is prepared to do a home visit.'
Mrs J V Etr - Sittingbourne, Kent
'My adviser was very detailed in his explanations and financial advice. I never felt pressured into making any decisions.'
Miss N P S Lee - London
'I have known my adviser for 15+ years and he has always provided clear and impartial advice. I have never felt pressured into any decision making and would recommend him to advise others, without hesitation.'
Mr D Anderson - Harlow, Essex
'I have worked with my adviser at Crocus Wealth for more years than I care to remember and trust him completely to advise me in financial affairs.'
Ms H R Philpot - Highgate, London
'Friendly whilst being professional - excellent service as always - thank you'
Miss J A Fairfull - Westcliff-on-Sea, Essex
'I am completely happy with the quality and speed of service I have received from my adviser.'
Mr G P Legg - Braintree, Essex
'I found my adviser to be really helpful, even though once he left I was still unsure, I emailed my adviser and he again explained it again, I never felt that I was too much trouble, even though I must have drove my adviser mad, with things I did not understand. I was very happy with everything and will tell my family and friends that any financial advice to contact Crocus Wealth.'
Mrs C M Birch - Herne Bay, Kent
'I was very happy to use my adviser for my financial planning and had the upmost confidence in his advice. I wouldn't hesitate to recommend your services.'
Mr G W Dowds - Billericay, Essex
'My adviser's kindness and kind patience with us was most refreshing. He seems very understanding. We were most impressed. My one fear is that we might have invested at a time when the value of our investments could fall. Along with the rest the of the stock Market.'
Mr P G Morris - Ashford, Kent
'Initial contact was via a website where I contacted and spoke to five different advisers/planners for an initial 1 hour phone consultation. My adviser at Crocus Wealth was significantly superior in terms of both presentation and content.'
Mrs K J Parten - Southend on Sea, Essex
'Only been a few months , but very pleased so far with the service.'
Mr T O'Leary - Tilbury, Essex
'I felt that my adviser was very patient and took time to understand my questions also.'
Mrs R Carpenter - Billericay, Essex
'My adviser was extremely helpful, explained everything clearly and I was confident he was giving me the best advice.'
Mrs D Hollingsworth - Brentwood, Essex
'My adviser has an excellent straightforward attitude and makes deciding on our investments decisions a non pressurised pleasure. He considers our input very seriously and ensures that what we decide upon is the best direction for us.'
Mr J G & Mrs B Rickman - Godstone, Surrey
'A positive experience with good advice given.'
Mrs A Browning - London
'FRIENDLY, TIMELY AND APPROPRIATE'
Mr E W J Savill - Basildon, Essex
'Very happy with the service.'
Mr K Bayes - Ipswich, Suffolk
'I have subsequently recommended my adviser to friends. They have told me that he was excellent as well.'
Mr M Taylor - Buckhurst Hill, Essex
'Both my wife and I were extremely happy with the service and advice provided by my adviser. He took time to explain the options and presented them in a clear unambiguous manner which was easy to comprehend, making time as necessary to address our concerns. We both feel that we are in a very safe pair of hands, which is re-assuring especially given the varying financial climes of late, and are very happy with Crocus Wealth overall.'
Mr D S & Mrs K Hawke - Billericay, Essex
'I find my adviser very professional, at the same time friendly and approachable. He took the time to understand my issues and desired outcomes for my investments. I have recommended my adviser to colleagues in a similar situation to myself.'
Mr S McMillan - Basildon, Essex
'My adviser was very informative and supportive, especially due to the circumstances of seeking advice and has taken away a lot of potential stress I would have faced if I had to complete the processes he has done on my behalf.'
Mrs K Cowey - Waltham Cross, Hertfordshire
'Top service, thank you'
Mr J S Bowie - Basildon, Essex
'My adviser was very proactive and provided a great service.'
Mr G Sinnamon - Woodford Green, Essex
'My adviser has been extremely helpful and always explains things fully. Very professional!'
Mrs S Hanton - Potters Bar, Hertfordshire
'Very pleased with my adviser and the adivce he has given to date. He always replies in a timely manner and nothing is ever too much trouble. I have recommended your company to others and currently my parents and sister all have dealings with my adviser. Many thanks for a great service'
Miss C L Pamplin - Wickford, Essex
'Really appreciated my adviser in every way and at every stage before, during and after. Many thanks'
Mr G P Pearce - Saffron Walden, Essex
'Very good service that I would highly recommend'
Mr D Shafford - Dartford, Kent
'My adviser gives a professional service but in an extremely approachable and friendly manner. I would (and have) recommended him to friends and family'
Mrs E Cordery - East Ham, London
'My adviser is always attentive and does his best to be available to discuss matters even at short notice'
Mr P Durkin - Billericay, Essex
'I am extremely happy with the way in which Crocus have handled my pension arrangements over the years and with the returns on my investments. As a result, I recommended my adviser to a friend who, I know, shares my opinion about the advice/service received and we have both made further recommendations to other friends. I am particularly grateful for the time and attention to detail which Crocus have shown to my more recent dealings relating to my withdrawing funds from my \'pension pot\' and investing the remainder for my future. Many thanks to my adviser and all concerned'
Miss I Bates - Basildon, Essex
'In my view my adviser is an outstanding adviser, combining a high level of professional expertise with a down to earth friendly manner. I have recommended my adviser to others in my family and circle of friends'
Mr J Sutton - Bexley, Kent
'My adviser was extremely helpful and in fact I have already recommended him to my brother and a close friend'
Mr D - Billericay, Essex
'My adviser has been very helpful and taken a lot of time to explain everything to me'
Mrs C - Woodford Green, Essex
'Exemplary'
Mrs S Williams - Sevenoaks, Kent
'I have been more than happy in my dealings with my adviser and have appreciated his speedy response if I have emailed him with any queries'
Mrs M F Kernaghan - Norbury, London
'In our opinion the advice given to us was exemplary at all times'
Mr & Mrs F - Whitley Bay, Tyne & Wear
'My adviser always provides an excellent service. Prompt and efficient'
Mrs O - Brentwood, Essex
'I was not pressured at all. Highly recommended'
Mr J E Davies - Islington, London
'I have been very appreciative of the help and advice offered to me and my adviser has ensured that I fully understand all elements of an issue before he proceeds'
Mrs G R Harvey - Chelmsford, Essex
'Very happy with all the advice and recommendations that my adviser has given. He always has detailed progress reports for us and fully explains the performance of existing and proposed products'
Mrs P A Stout - Tonbridge, Kent
'My adviser's help and first class service has been (is being) very much appreciated'
Mr H N & Mrs L A Green - Woodbridge, Suffolk
'First class service'
Mr D J & Mrs K Farrow - Brentwood, Essex
'Excellent service - to be recommended'
Mr R Keilthy - Billericay, Essex
'My adviser is a credit to the Crocus Wealth business - I trust him impicitly'
Mr C W Boon - Epping, Essex
 
     
   
     
 
Crocus Wealth Chartered Financial Planners Private Client service
 
     
 
Registered Office: 601 London Road, Westcliff-on-Sea, Essex SS0 9PE
Registered in England No 3841035

Correspondence Address: Crocus Wealth Limited, 146 High Street, Billericay, Essex CM12 9DF

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