01480494100 enquiries@croesusfinancial.co.uk

Transactional service

Transactional service

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