Crocus Wealth - Chartered Financial Planners - Billericay

Alistair B.

I needed some advice with my choices regarding my work pension.
I rang Crocus and initially spoke to Alison who was lovely and very kindly passed me onto Grant.
He was incredibly helpful and patient and gave me time over the phone to discuss my options without a need for a visit at this stage.
I will definitely be contacting him again in the future with regard to investments, and hopefully on that occasion it will be face to face.
I would highly recommend using Crocus Wealth for any of your financial needs, their 5 star reviews appear well justified from my experience.
Thank you Alison and Grant.
Alistair Bryant

Teresa O.

I was recommended Crocus Wealth by a colleague, and I couldn't be happier.

Grant Gushlow met with me, walked me through the process of getting set up to invest, and explained in detail how it works, any risks involved, and was very helpful and patient answering all my questions.

I genuinely felt in safe hands from the start, and I look forward to working with Grant in the coming years -- now feeling very confident about my financial planning for the future!

Giles H.

I have been a client of Crocus Wealth for over 20 years, and I highly recommend their services. There is a very personal touch to every engagement, you are made to feel like you are the only client. The advice and investment management is exceptional, and I trust their expertise and deep knowledge.

If you are thinking of financial advice and planning for the future, you really should consider Crocus Wealth. In the 20 years I have been with them, there has not be a single occasion where I have felt the service is anything other than A+.

Paul

Forgive me for copying and pasting words mostly from someone else’s review, but these perfectly reflect my own experiences over the past 10+ years and there seems little point totally ‘reinventing the wheel’
Gareth has been looking after my financial affairs for over ten years. Gareth is sound, measured, attentive and has taken great decisions for me. I have total confidence in his integrity and his skill ... the results speak for themselves. As my circumstances have started to change, Gareth has adjusted my portfolio reflectively and the results continue to be impressive. I feel safe with Crocus which is important to me and provides peace of mind.

Toby G.

We have used Crocus Wealth for many years and have been extremely impressed with their advice and continuous support with a variety of financial services. Our advisor is incredibly knowledgable, and has guided us through a number of financial processes. We would highly recommend Crocus Wealth as a professional and customer-focused company.

Andrew M.

What a cool, calm and collected service from Crocus Wealth. Steve was great and explained the various products, processes and potential outcomes really clearly and was very keen to make sure we were comfortable with all decisions we were making. I'd recommend to anyone who has a sense fear and intrepidation with their pension.

Charlotte G.

Gareth Heath has been taking care of my financial affairs for some ten years or so. He is sound, measured, attentive and has taken great decisions for me. I have total confidence in his integrity and his skill ... the results speak for themselves. As my priorities have changed, so he has adjusted my portfolio reflectively and the results continue to be impressive. I feel safe with Crocus.

Alan M.

Our advisor Grant Cushlow is a very professional and knowledgeable person that represented his company in very friendly and informative way, all of our questions answered and we were left feeling very reassured and confident that we had chosen wisely for our future planning.