Investment & Retirement

As Independent Financial Advisers Croft Financial Services are in a position to offer advice from the Whole of the Market in areas that include: Retirement Planning, Inheritance Tax Planning, Regular Savings Plans and Lump sum investments. Croft Financial Services Ltd are Appointed Representatives of The M&E Network Ltd who are authorised and regulated by the Financial Services Authority.

David Broadbent of Croft Financial Services Ltd has 30 years experience in financial services with several building societies and insurance companies.

Therefore should you have previous deferred Pension Plans that do not seem to be performing well, worries about Inheritance Tax, or wish to achieve a potentially higher amount of growth or income from your savings and investments, then please contact us at 01274 596855 or David at 07809 366115 or for further information Click Here.