Cruze Financial Solutions

Independent Financial Adviser  7 Canterbury Rd, Watford, Herts, WD17 1QT
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FCA authorised
Last authorised 7th June 2021
We have a solution for every client
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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 private medical insurance
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Group risk
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Sharia finance
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Long term care
Meet our advisers
MS Sarah Drakard DipFA
Independent Financial Adviser
About us

Cruze Financial Solutions was founded in 2019 by Independent Financial Adviser, Sarah Drakard. We also have a fabulous will writer on the team, Rhonda Rose. We are based in Watford and St Albans and help clients across Hertfordshire, North and West London, Middlesex and beyond. We truly believe that financial advice should be accessible at all and provide a huge range of services to help you with all your financial needs in one place. Sarah has over 6 years of experience as an independent adviser and over 12 years experience in the industry. Rhonda has been trained by Sarah and Newleaf specifically to become our will writing expert. She is new to the industry but has years of experience working with families in other industries and is fascinated by the world of will writing and learning everything about it.



Who do we help? The answer to that is genuinely, everyone. We have access to every provider, lender and insurer in the market place to solve all your needs.



What do we offer? We can help you with all your mortgage needs on both a personal, buy to let and commercial basis. We offer a whole of market financial service for all your pension, investment and savings needs. We have an equity release licence for older clients who want to release money from their property. We can broke all your insurance needs from life insurance, to illness insurance to sickness pay, to buildings and contents and private medical cover. We have extensive experience in writing wills and estate planning. Our clients span from young individuals, couples and families to those planning what will happen to their finances at the end of life. Whether you know exactly what you're doing or looking at financial advice for the first time, we can help you and find a solution for everything you are trying to achieve.

Our services

- pension consolidation, releasing tax free cash from pensions, pension reviews, retirement planning
- mortgages of all types including residential, self employed/contractor, right to buy, help to buy, shared ownership, buy to let, remortgage, rate switch/product transfer, bridging, commercial, self build, first time buyer, releasing equity, debt consolidation, reducing mortgage, gifted deposits
- ISAs, savings, childrens savings, tax efficient savings
- life insurance, illness insurance, protecting your income
- will writing, estate planning, guardianship, trusts, inheritance tax advice, lasting power of attorney
- financial advice around divorce

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

7 Canterbury Rd, Watford, Herts, WD17 1QT

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