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Financial Advice - Transactional Service
Contact Us on 01277 487920
 

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.
 
     
   
     
 
Crocus Wealth Chartered Financial Planners transactional service
 
     
 
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