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This service is designed for those who simply want an Independent Adviser to transact financial transactions for you but prefer to manage your own affairs and only have contact with your adviser when necessary. We will keep your records in line with our regulatory responsibility
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 Conduct Authority (http://www.fsa.gov.uk/register/home.do). Financial Services Register No: 211082