Croft Financial Services Limited

Independent Financial Adviser  98 Leeds Road, Liversedge, West yorkshire, WF15 6AA
First meeting at adviser's own cost
Our aim is to help you maximise the value of your pensions and investments, offering professional advice
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Response rating
9.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Jonathan Holmes
Financial Adviser

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Robert Wilson
Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

We are a firm of Independent Financial Advisers with over 50 years of personal financial experience.

We offer advice to individuals and Small businesses. We provide a quality service to the Yorkshire region and surrounding areas and offer face to face advice at your home or place of work. Alternatively an appointment can be made to visit our offices for a financial review.

Appointments are available out of office hours

Our services

Financial matters can be confusing to a lot of people. We want to strip out the jargon and ensure that our clients are provided with the facts, in a clear and concise way, to enable them to make an informed choice about their financial future.

Where to find us

98 Leeds Road, West Yorkshire, Liversedge, WF15 6AA

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 17th February 2020

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