Croesus
Investment Company in Chelmsford, Essex
Well, we want to think that we provide this advice in a manner which cuts all the jargon down to size and makes it simpler to understand. Are we any nice at this? We would like to think so and i am glad to say our customers tend to agree as you'll see by the testimonials that are offered by them on this site. Of course, the only real way is to try yourself. There are a number of ways that you can contact us. This site even enables you to complete your financial information on an e-form, enabling us to supply you with advice even more efficiently. Please register through customer login.
Contact Details
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About Us
read moreCroesus Financial Services (pronounced 'Crease us') are Independent Financial Advisers with offices based in St Ives. We offer a broad range of advice to both individual and corporate clients. We cherish our independence. It allows us to give you unbiased advice without any constraints. We are free to advise on financial products available from all product providers. We therefore have no masters to serve. Our only concern is to ensure that we deliver the correct advice consistent with your objectives and attitude to investment risk.
Financial Planning
read moreThis can lead to the recommendation of specific contracts or policies, eg life assurance or a personal pension, but initially it will result in the production of a plan devised specifically for each client, focusing on strategy and goals. Financial planning may mean different things to different people. For one person, it may mean planning investments to provide security during retirement. For another, it may mean planning savings and investments to provide money for a dependent's education. Financial Planning is individual to you, your circumstances, attitude to risk, your dreams and ambitions.
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