01480494100 enquiries@croesusfinancial.co.uk

The Wealth Management Service

Foundation service

Ideally suited to those who want to have the benefit of an independent adviser look at their existing plans and make recommendations as to how to achieve their future financial goals.

This service will include a no obligation meeting to discuss your objectives and get to know about your existing financial commitments, liabilities and assets. Importantly, we will try to establish with you what your attitude to risk is and will make sure that any recommendations made take account of this and your time horizons.

The foundation service has the following minimum service standards:

• Free initial meeting

• Our 4 stage investment process review

• Implementation of recommendations

• Yearly valuation service

• Yearly review meeting on request

 

Your adviser will provide you with more information about this service and establish with you whether it is suitable for you.