About Us
Croesus Financial Services (pronounced 'Crease us') are Independent Financial Advisers with 3 offices based in St Ives, Bedford, and Chelmsford. We offer a broad range of advice to both individual and corporate clients.
Like most Independent Financial Advisers, we offer advice on a range of personal and corporate financial planning issues such as:
• Life Assurance
• Pensions
• Investments
• Health Insurance
• Mortgages
• Group Pension Arrangements
• Corporate Protection
• Trustee Services
But, what makes us so different?
We cherish our independence. It allows us to give you unbiased advice without any constraints. We are free to advise on financial products available from all product providers. We therefore have no masters to serve. Our only concern is to ensure that we deliver the correct advice consistent with your objectives and attitude to investment risk.
We deliver this advice in a manner which cuts all the jargon down to size and makes it simpler to understand. We then back this up with a promise of minimum service standards; in fact, we have three propositions from which to choose. Your financial adviser will discuss these with you and help you select the proposition most suitable to you.
This however will only be done once we have had an opportunity to discuss whether we are able to assist you with meeting your financial needs and objectives. During this meeting we would lay out to you how we charge for our services, however, there is no charge for this preliminary meeting and no obligation on either side. You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to one of our financial advisers.
All of our financial advisers have more than 10 years industry experience and therefore know the market inside out. All are fully qualified and some specialise in certain areas. If there is a particular area that you need help on then please let us know so that we can match your needs to a specialist in that area.
Meet the team
