Book a free no obligation consultation
To discuss a pension, investment, protection product, or mortgage
Our consultation meeting is completely without obligation. It is an opportunity to find out more about our skills and background and in turn, for us to find out more about your plans, your values as an individual, your life goals, future aspirations and long-term objectives and how we would approach these with you.
Next Steps
If, following our initial consultation you would like to appoint us, we would then look to run a fact finding session with you to determine your plans in more detail - whether that is protection for your family to your investments. We will discuss with you what is important and where you would like to focus our attention before moving on to our 5 stage planning process.
Truly independent
It is important for you to know that we work for you, not a bank or insurance company 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 so whether your need is personal or professional we hope Craufurd Hale Wealth Management will be your trusted partner.
"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
