Call us on
or email us at
Croesus Financial Services Ltd
Raleigh House
14a Stocks Bridge Way
Compass Point Business Park
St Ives
Cambs
PE27 5JL
T: 01480 494100
F: 01480 494111
E: enquiries@croesusfinancial.co.uk
Watch latest videos on investment matters
Click here
for Interactive Chart
Wealth Management
The wealth management service is ideally suited to those who want an integrated and holistic approach to betaken. Here, rather than just look at a particular part of your financial planning, we review the whole of your circumstances to make sure that they compliment each other. For example, we will ensure that all of your investments are placed in products and funds that are consistent with your attitude to risk and time horizons. We of course can only do this if we are aware of exactly what your attitude to risk is and what it is you are looking to achieve. We will cover these issues during our free initial meeting with you.
Our advice will be communicated to you in a user friendly manner and will cover the important issues of tax planning to make sure that you are using all of the tax advantages allowable. The service is particular to you but can include advice in relation to your pensions, ISA's, savings, investments and life assurance needs. It could also include an analysis of your inheritance tax liability as well as any need you have for private medical insurance. What the service will do is ensure that the correct balance of risk is taken across the whole of your investments, be they an ISA, pension, investments or building society/bank deposit.
Importantly, our service will review the recommendations made to ensure that they are on target to achieve the objectives and we will commit to meeting you regularly to review the performance of your portfolio and to ensure that it reacts to any changes in either your circumstances or legislative changes.
The regular report you receive will detail the performance of your portfolio as well as look at how the performance has been achieved, exactly where the fund is invested and even give you a breakdown of the top 10 holdings across the whole of your portfolio.
The wealth management service provides the following minimum service standards:
• Free initial meeting
• Our 4 stage investment process review
• Implementation of recommendations
• Quarterly updates and valuations
• Portfolio review and rebalancing if needed
• Half yearly review meeting
• Online valuation facility
Your adviser will provide you with more information about this service and establish with you whether it is suitable for you.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
The Financial Services Authority does not regulate Taxation advice, Estate Planning Services and Trust Advice.
Croesus Financial Services Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 211082