About Crowood Financial Solutions

Crowood Financial Solutions is a full service advice firm, specialising in providing high quality independent pension advice and investment management with a personal service.
As a full service and independent advice firm, we help clients with a wide range of needs:Retirement planning advice for new pensions, reviewing existing pensions and making the most of your money in retirement.Investment planning advice, helping you to improve upon the returns from cash savings, meet a future financial goal or mitigate a tax liability.Whole of market mortgage advice for first time buyers, further borrowing, home movers and buy to let investors.Providing financial protection for you and your loved ones with life cover, serious illness cover and income protection.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings

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