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Financial Advice – Private Client Service
Contact Us on 01277 487920
 

Initial Meeting
Establish your goals and objectives and identify your attitude to risk.

Portfolio Construction
Portfolio design and construction with emphasis on asset allocation. Implement investment strategy.

Portfolio Management
Monitoring of portfolio on a monthly basis. Recommendation of any changes to portfolio following our review process. Re-weighting of asset allocation if required.
Six monthly valuation statements.

Communication
Phone calls and emails returned within 48 hours. Comment on any issue that you may have or provide a second opinion on new ideas.

Tax Planning Service
Reviewing any impact of Inheritance Tax along with ideas and solutions. Providing strategic information and updates to your Accountant and other professional advisers. Supplying end of year taxation information (as required).

Review Process
Our annual review service.

SIPP Service
Value added strategies using Self Invested Personal Pensions (SIPPSs). Specialist advice for owning business premises.

Removing Hassle
Taking the complexity and hassle out of administering your financial affairs. Dealing with all your existing paperwork.

Pension Service
Providing you with a guide as to what your benefits will be in retirement. Recommending a funding strategy to meet your retirement aims. Reviewing your State Pension provision. Managing your Pension Drawdown arrangements.

Website Access
Access to live valuation on our Wealth Management Platform. Useful documents and latest news and developments.
 
     
   
     
 
Crocus Wealth Chartered Financial Planners Private Client 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