Croft Financial Services Limited

Independent Financial Adviser  98 Leeds Road, West Yorkshire, Liversedge, 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 25th October 2021
Meet our advisers
MR 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

MR 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
Head office address: 98 Leeds Road, West Yorkshire, WF15 6AA
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
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.

Response rating
9.0/10
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FCA authorised
Last authorised 25th October 2021

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