• About us
    • Our firm
    • Meet the team
    • How we work
    • How we are paid
    • Privacy statement
    • Legal information
  • Financial planning
    • Financial planning process
  • What we offer
    • Benefits of becoming a client
    • Our investment process
    • The wealth management service
    • Transactional service
    • Services to trustees
  • Resources
    • Business news
    • Tax & Business Calendar
    • Calculators
    • Newsletter signup
  • Contact
Croesus Financial Services
01480 494100 enquiries@croesusfinancial.co.uk
Croesus Financial Services
  • About us
    • Our firm
    • Meet the team
    • How we work
    • How we are paid
    • Privacy statement
    • Legal information
  • Financial planning
    • Financial planning process
  • What we offer
    • Benefits of becoming a client
    • Our investment process
    • The wealth management service
    • Transactional service
    • Services to trustees
  • Resources
    • Business news
    • Tax & Business Calendar
    • Calculators
    • Newsletter signup
  • Contact
Select Page
  • Home
  •  » 
  • About us
  •  » 
  • Legal information

About us

  • Our firm
  • Meet the team
  • How we work
  • How we are paid
  • Privacy statement
  • Legal information

Legal information

The FCA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Service Proposition with Key Facts

PFS

Croesus Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register). Financial Services Register No: 211082

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

01480 494100      enquiries@croesusfinancial.co.uk

TERMS AND CONDITIONS

COPYRIGHT

ACCESSIBILITY STATEMENT

PRIVACY POLICY

PRIVACY STATEMENT

COOKIE POLICY

