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General Terms and Conditions

Tel: 01924 400886

 

 

Croft Financial Services Ltd provide friendly impartial advice on the following:

  • Pensions
  • Mortgages
  • Equity Release
  • Life Assurance including over 50's plans
  • Income Protection
  • Permanent Health Insurance
  • Accident, Sickness & Unemployment Benefit
  • Tax Efficient Investments
  • Inheritance Tax Planning
  • Business Assurance
  • Corporate Financial Planning
  • House & Contents Insurance

 

The Financial Services Authority does not regulate Inheritance Tax Planning,

Your home may be repossessed if you do not keep up the repayments on your mortgage.There will be a fee for mortgage advice. The precise amount will depend upon your circumstances, but we estimate that it would be say £300 on a loan of £100,000.

Equity Release is a lifetime mortgage and to understand the features and risks please ask for a personalised illustration. There will be a fee for Equity Release advice. The precise amount will depend upon your circumstances, but we estimate that it would be say £500 on a loan of £50,000

 


 

 

 

 

 

 

 

 

 
 
 

Director.. Robert Wilson DipPFS, Associates: Jonathan Holmes Dip PFS, *Sharon Wilson DipPFS, *Julie Haigh

*Not authorised to provide investment advice 

Registered Office as below. Registered No 4365574 Wales.
 Croft Financial Services Ltd is an appointed representative of TenetConnect Services Ltd which is authorised and regulated by the Financial Services Authority. TenetConnect Services Ltd is entered on the FSA register www.fsa.gov.uk/register under reference 150643

 

Croft Financial Services Ltd, 98 Leeds Road, Liversedge, West Yorkshire, WF15 6AA.