Uncategorised Archives - Crowood Financial Solutions

Julie’s Pension Sharing Order

Julie needed a pension adviser in Swindon, to help her understand what her options were regarding the pensions she was now entitled to.

Chris & Stella – Investing for Income

Chris was in the process of receiving an inheritance, and wanted to use it to generate additional income, without eating into the capital over time.

Debbie’s Final Salary Pension

Debbie wanted to make sure that her children could benefit from her pension on death, which isn’t typically the case for this type of pension.

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.

Richard’s Retirement Planning

Richard had recently left his job, and after spending a short while not working, he wanted to understand if he could retire now.

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.