What it means to our clients

Financial Peace of Mind
  • Clear understanding of your personal and financial goals
  • A clear strategy and plan to help you achieve your goals.
  • Everything is clearly explained and put into plain English.
  • Growing your knowledge around financial matters and the decisions you make.
  • On-going monitoring and reviewing of progress against your plan to make necessary adjustments along the way.
  • Keeping you informed in a timely and accurate way.
  • To be there for you to discuss any financial matters when you need us most.
  • Second opinion / sounding board on opportunities – is it too good to be true? Is it too good to pass up? Should I / can I afford it?
Amongst other things it means: 
  • Peace of mind
  • Security for the family
  • Confidence in ability, motives, accuracy and timeliness
  • Trusted relationship
  • A sounding board for reassurance and advice when you need it most
  • Time saving – you can delegate the paperwork, responsibility and worry
  • Having a focus / clear plan.

 

Contact Us:

Tel: 01792 473347   Email: info@crescent.co.uk

69, Walter Road, Swansea, SA1 4QA.