Independent financial planning and mortgage advice
For clients in Swindon, and throughout Wiltshire
Professional
We are fully regulated by the Financial Conduct Authority (FCA)
Independent
With no ties to other companies, you can trust us to focus on your needs
Transparent
You'll understand our service and fees before you commit
Reliable
Here to support you and your family, both now and in the future
Crowood Financial Solutions is a full service advice firm, specialising in providing high quality independent pension advice and investment management with a personal service.
Independent Financial Adviser
DipPFS, Certs CII (MP & ER)
20+
Years of experience
2017
Established since
Pensions
Retirement planning advice for new pensions, reviewing existing pensions and making the most of your money in retirement
Mortgages
Whole of market mortgage advice for first time buyers, further borrowing, home movers and buy to let investors
Investments
Helping you to improve upon the returns from cash savings, meet a future financial goal or mitigate a tax liability
Insurances
Providing financial protection for you and your loved ones with life cover, serious illness cover and income protection
Our ethos
We believe in the value of face to face advice
In an ever more digital world, we take the time to really get to know our clients, understanding exactly what is important to you and why, allowing us to tailor our advice to achieve your goals.
As an independent firm with no ties whatsoever to product providers or insurers, you can trust our advice is free from bias – allowing us to focus on your needs rather than ours.
Who we work with
A selection of the companies we recommend to our clients
As an independent firm, we work with a wide range of product providers, fund managers, lenders and insurers to ensure your needs are best met:
