Welcome to Craufurd Hale Wealth Management Limited

Helping to make life a more rewarding and less taxing experience for all concerned

Craufurd Hale Wealth Management Ltd is the part of the CRAUFURD HALE GROUP that provides independent wealth management and financial services.

What we do

By combining independent wealth management services with financial planning, we are able to optimise the investment returns and minimise tax liabilities of our clients whilst seeking to avoid the potential for significant capital losses. We look at the specific individual circumstances and objectives of our clients in a holistic manner providing advice on such matters as pensions, investments, protection products, and mortgages.

Being independent and not being affiliated with any specific bank or insurance company, at Craufurd Hale Wealth Management, we have the advantage of being able to take a whole-of-market view of investments and the like.  We work solely for our clients and put them first by working with market-leading portfolio platform providers with no bias to any provider.

Our approach to wealth management and financial planning is to find solutions that seek to offer the best value for money and we believe in investing the necessary time to research and create a bespoke portfolio, for those that want it, to help to achieve your objectives.

From the outset, and by employing a tried and tested step-by-step process, we will work closely with you to understand all your investment and financial planning requirements and then tailor our services to suit your specific needs.

The regulatory bit...

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR http://www.financial-ombudsman.org.uk

An initial, no-obligation and totally free of charge meeting is just one quick phone call away.

Talk to us