Croft Financial Services
We Offer Help At Home Or At Our Offices
98 Leeds Rd, Liversedge, WF15 6AA Directionshttps://www.yell.com/biz/croft-financial-services-liversedge-2115984/#view=map
Why Choose Us?
Experienced and friendly financial advisors
Croft Financial Services Ltd is an FCA regulated finance Company that provides professional and reliable advice on managing money and investments. Our advice is backed by many years of experience in the industry and you can count on us for honest communication of the benefits, constraints and risks involved in all investments and plans. Based in Liversedge, we serve areas of West Yorkshire and North Yorkshire.
Products & Services
Free Initial Consultation
independent financial advisers
income protection insurance
life assurance & pension consultants
Tax Efficient Investments
- Financial Conduct Authority
My thoughts on Croft Financial Services Ltd.5
When my husband died Croft Financial Services Ltd.,and in particular Mr Robert Wilson, were very efficient in transferring our joint accounts into my name and in sorting out those held solely in my husband’s name. They always acted in a very professional and caring manner at a time which was very difficult for me.
Since then they have worked hard to simplify my portfolio and suggest more successful alternatives for some of my investments.
I have always enjoyed excellent service, both over the phone and in personal meetings.
I have previously recommended Croft Financial Services Ltd.to a friend and I would not hesitate to do so again.
In all my dealings with Croft Financial Services Ltd. I have found them to be very well informed and I am grateful to have been able to benefit from their knowledge and expertise.
I have no hesitation in recommending5
Not only did he dealt with my pensions he also dealt with a lifetime mortgage application.i couldnt have asked for better service .very approachable,proffesional and knowlegible.i would have no hestitaion in recommending .
Professional, prompt and friendly service.5
5 star service.5
So from getting in contact with Robert Wilson, everything was resolved within a matter of weeks. I would highly recommend Croft Financial Services, especially Robert for his friendly service and excellent manner.
The service and advice was second to none.