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To discuss managing your finances more effectively

Advice and support from the outset

If you’re thinking about making financial changes to help with your current plans or you are looking for advice for the future, then why not book a free, no-obligation consultation with our wealth management team.

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Next Steps

During our no-obligation meeting, we can discuss your attitude to risk, how to keep a diverse array of asset, discuss having reserves to protect against unexpected news and help you to make informed decisions to benefit you now and in the future. 

Truly independent

It is important for you to know that we work for you, not a bank or mortgage lender and we have no bias to any provider.  We charge by the hour rather than a percentage and we can also offer fixed fees. 

Our commitment to you 

We value and seek to build long-term relationships - we hope you will see Craufurd Hale Wealth Management as a trusted partner whom you can turn to for the rest of your life.

"It's an A team service at Craufurd Hale group...top notch, brilliant personal and business all accounting and financial matters covered! No other firm can match their quality"

Mr R Houbby, Reading

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