Welcome to Crokers Financial Planning - acting for you, not a company

For independent financial advice in the Derbyshire and district areas. 

Crokers Financial Planning offer independent advice to their clients, ensuring that views and plans are dealt with over the months and years that we can be of service. 

The financial planning service we offer is tailored to your needs and can include some or all of the following examples of financial planning: 
  • Face to face meetings at the clients home or our office.
  • Investment and savings planning to ensure your money is invested in the most suitable way for you.+
  • Plan your estate to deal with any potential inheritance Tax.*
  • Rebalancing investments to ensure the portfolio is an accurate reflection of your views. 
  • Meeting for investment reviews on a half yearly or yearly basis. 
  • Research the most suitable financial protection plans in the event of illness or death. 
  • Provide a cash budgeting service to help with the management of retirement income from pension funds. 

There are many different types of financial products on the market. Choosing the right one for you and your situation is really important, especially as your life changes and evolves. We meet a high standard of professional qualifications, keep knowledge up to date and sign up to an ethical code requiring us to treat client's fairly. We initially ask you some questions about your circumstances, your goals and how you feel about taking risks with your money. We combine our knowledge and experience with the information that you give to recommend financial products that are suitable and affordable for you. We will follow this up in writing setting out the reasons why they are giving you that advice. Once a plan has been established it should be reviewed regularly to ensure it is working as intended. As and when your circumstances or priorities change, the plan should be adjusted to reflect those changes. 

Seeking professional financial advice is the best way to increase the chances of getting the most out of your finances, whatever life stage you're at.

 *INHERITANCE TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY 

+THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED