• 01793 200 175
  • office@crowoodfs.co.uk
  • Crowood House, Gipsy Lane, Swindon, SN2 8YY
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About us

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About us

Crowood Financial Solutions is a full service advice firm, specialising in providing high quality independent pension advice and investment management with a personal service.

Richard Hall DipPFS, Certs CII (MP & ER)
Independent Financial Adviser

20+

Years of experience

2017

Established since

Your journey

What is it like to work with us?

Effective financial planning takes time, and it often evolves over the years. The steps below demonstrate the typical stages that we take our clients on during their financial planning journey.

Step 1

Free consultation

Your first meeting is at our expense, giving you the chance to decide if you'd like to work with us, before incurring any cost. If we cannot help you, we'll always try our best to guide you in the right direction.

Step 2

Agree your goals

Some clients know exactly what they are after, where as others need a little help. We'll take as much time as you need, so that both you and us know what you are looking to achieve.

Step 3

Understand your current position

We'll review what you currently have in place towards meeting your financial goals. If there is a gap between what you have, and where you need to be, we'll explain how to get there.

Step 4

Recommend solutions

Once we know your goals, and what you currently have in place to help meet them, we will make recommendations to give you the best chance of achieving your financial plan.

Step 5

Implement our advice

Once you are happy with the recommendations we present to you, we'll take care of everything else to put your plans in place.

Step 6

Ongoing review and management

Life rarely stands still for very long, and neither does your financial plan. We'll work with you to review your goals regularly, recommending changes as appropriate along the way.

Why us?

Some of the reasons our clients choose to work with us

Our clients have a variety of reasons why they get in touch with us, but it’s our ethos and qualities as a firm which mean they decide to work with us.

Independent

With no ties to other companies, you can trust us to focus on your needs

Transparent

We'll always make sure you understand our service and fees

Professional

We are fully regulated by the Financial Conduct Authority (FCA)

Reliable

Here to support you and your family, both now and in the future

Testimonials

What our clients say...

We’re always proud when a client takes the time to share their thoughts about our business, below is a selection of feedback received from our clients.

I don't often write reviews but I was so impressed with Rich Hall at Crowood Financial Solutions, that I thought he should be acknowledged for his fantastic customer service. We had a really complicated re mortgage on our house and our buy to let mortgage and Richard seemed to resolve any issues we faced. It really took the stress away for my wife and I. Thanks again Rich, we really appreciate it.

Andre Gottemaker

Richard was a god send when it came to our Life cover! We didn't realise we had under covered with our previous provider and Richard helped identify the need and gave all the options in a clear and concise process that made the decision so easy; even when we had a slight issue with the provider on our first DD he was quick to resolve the issue directly with no hassle.

Chris Horgan

Fantastic financial advice and service from, Richard at Crowood Financial Solutions. Both on a personal pension and investment basis and also commercial for our company pension requirements. If you need sound guidance then I can highly recommend, Richard.

Karl Paul

Legally, I had to employ a FA to withdraw funds from my Pension. Shopped around and Crowood were by far the most competitively priced. Turns out I was a little hasty in what I wanted and they managed to save me £13K in tax, so a big thank you for that. They were very professional and always gave me the impression of being highly impartial, something that is very important when using a Financial Adviser for the first time. Definitely would recommend.

The Holt Partnership

    Client stories

    How we've helped some of our clients

    Clients might contact us about one particular need, or for full holistic financial planning. 

    Here you can find some examples of the solutions we’ve put in place for some of our clients.

    View All

    Richard's retirement planning

    Richard contacted me as he had recently left his job, and wanted to understand if he could retire early, rather than finding new work.

    Jo & Paul's financial protection

    Jo & Paul were keen to put some insurances in place, so that they had peace of mind that their bills were covered should the worst happen.

    Quick links

    Crowood FS is a trading name of Richard Hall, who is authorised and regulated by the Financial Conduct Authority, entered on the Financial Services Register https://register.fca.org.uk under Firm Reference Number 807261.

    richard@crowoodfs.co.uk or telephone 01793 200 175. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.