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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
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Financial Planning
This service is designed for those who have less complicated financial affairs and who want less in depth analysis. You will still benefit from advice delivered in a professional but user friendly manner and by a qualified adviser as well as a full review of your circumstances following a free consultation meeting.
Additionally, we will use our 4 stage investment process which involves establishing your risk profile, selecting the correct balance of assets, recommending the correct funds to suit the balance of assets and then monitoring the assets and making appropriate changes to reflect any change in circumstances.
We will report to you every 6 months, detailing the valuation of your plan(s) and provide information about how each fund has performed. Additionally, we will meet with you every year to carry out a thorough review of the arrangements as well as to establish if there has been any change in your circumstances or attitude to risk. We will at that time make any appropriate recommendations to you.
The financial planning service includes the following minimum service standards:
• Free initial meeting
• Our 4 stage investment process review
• Implementation of recommendations
• Half yearly updates and valuations
• Portfolio review and rebalancing if needed
• Yearly review meeting.
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.
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