01480494100 enquiries@croesusfinancial.co.uk

How we work

As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximise the benefits to you.

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- the first consultation is free. There's no charge, and no obligation, while we find out together if it's worth going ahead.

Our Financial Advisers (including Appointed Representatives) each have more than 25 years 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. 

Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.

You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all). This advice will be delivered in a manner which cuts through the industry jargon and makes it easier for you to understand.

You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects.

In almost all cases we are able to make arrangements which you would be unable to make for yourself. All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.