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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.