Croft Financial Services Limited

Initial consultation free
Independent
Our aim is to help you maximise the value of your pensions and investments, offering professional advice

We can advise you on

30
£50k+
£50k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Robert Wilson
Director
MR Jonathan Holmes
Financial Adviser

Compliance

Croft Financial Services Ltd is an appointed representative of TenetConnect Services Ltd.
Croft Financial Services Ltd is registered as a limited company in England and Wales under company number 04365574. Registered company address: 98 Leeds Road, Liversedge WF15 6AA

Tax treatment is based on individual circumstances and may be subject to change in the future

The value of investments and the income from them can go down. You may not get back the original amount invested.

A pension is a long term investment and the fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.

Legal information

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