Crowood Financial Solutions

Crowood Financial Solutions

Crowood Financial Solutions locationSwindon, United Kingdom

(4 Reviews)

Richard Hall, owner of Crowood Financial Solutions, has over 15 years’ experience in the financial services industry, and provides advice across a wide range of services including pensions, investments, mortgages, protection and equity release.

“It’s all about you…”

I’m committed to putting clients at the heart of everything I do, and developing long-term relationships. I do this by making sure that I fully understand the needs of my clients, then recommend and implement robust financial plans to address those needs.

Crowood Financial Solutions Reviews

Reviews


Review of Crowood Financial Solutions by Noel Paul
5 Noel Paul

Very pleased with the service and advice from Richard.

Richard reviewed and advised on my pensions.

Review of Crowood Financial Solutions by Collette Pope
5 Collette Pope

I can't recommend Richard and his team enough. Quick, efficient and personable. Thank you.

Review of Crowood Financial Solutions by Karl Paul
5 Karl Paul

Very pleased with the service by Crowood Financial Solutions and in particular the advice by Richard.

Richard has recently reviewed and advised on my personal pension and ISA, as well as setting in place our corporate pension scheme.

Highly recommended!

Review of Crowood Financial Solutions by Tony Stevens
5 Tony Stevens

Friendly, relaxed and above all non-pushy, non-sales'y guy. Sorted out several bits for my company including the pension scheme, and even my business life insurance (which was a bit of a convoluted mess!) - no fuss, just calm and friendly help. Can't recommend highly enough. Will be back next year for my mortgage!

Crowood Financial Solutions


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Services provided by Crowood Financial Solutions

Services

Auto Enrollment Advice

The auto-enrolment process is highly complex. Firms will need to implement a scheme by a particular date, called their “staging date”, which is determined by their payroll size in 2012. To do this, you need to assess which employees will need to be enrolled in the scheme and this is based on employees’ ages, wages and opt in or opt out choices.

Equity Release Advice

Equity release can be a financial lifeline for older people who find themselves in need of cash, often living on small incomes despite living in properties worth hundreds of thousands of pounds.

Mortgages

Mortgages are one of the largest single transactions in most people’s lives. Buying a property can be a stressful and time consuming experience; nowadays the financing of a mortgage is a case of finding and selecting the most suitable mortgage, rather than simply accepting a lender’s offer. Banks, building societies and smaller niche lenders compete for your business, all offering a variety of interest rate deals, associated fees and other enhancements to attract borrowers. The two main methods of paying a mortgage are repayment (capital and interest) and interest-only. It is also sometimes possible to set this up using a combination of the two. A description of these methods is provided below.

Pensions

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired. There are many different ‘tools’ used to save for retirement and the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you. Below are the most common sources of pension income to provide for your retirement.

Life Assurance, Critical Illness & Protection Advice

Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.

Savings & Investments Advice

From childhood most of us are told to put away money to save for the future – perhaps for something special; or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt. Whether we place your money in a piggy bank, or in a multinational investment house, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.

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