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| Financial Advice - Transactional Service The Financial Conduct Authority does not regulate tax advice. |
Contact Us on 01277 487920 |
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 It may be that you do not wish to use our Private Client service and just wish to utilise our services for a one-off transaction with no need for us to provide any ongoing servicing. This may include any of the following but is not an exhaustive list and all of these services will be priced individually. This may be by the way of an hourly or a fixed price. Annuity Purchase Researching the market to get the best annuity and discussing your specific requirement. Establishing if an enhanced or impaired annuity is an option. Arranging Life or Critical Illness Cover Establishing the appropriate level of family protection in the event of death. Arranging Income Protection Cover Providing cover in the event of long term sickness or after an accident. Tax Advice Providing assistance with your tax affairs. Regular Pension Contribution Implementation of a regular premium only pension plan. Regular Savings Contribution Implementation of a regular premium only savings plan. |
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Crocus Wealth Chartered Financial Planners transactional service
