Crocus Wealth

Photos

Reviews

1. Carole Crane ★★★★★

   My family have been a client of Crocus' for some time but our planning has recently been taken over by Jakob Payne. Jakob has all the qualities that I would look for and seem to be so often missing - he is responsive, available, incredibly efficient and excellent at explaining sometimes complex scenarios. I honestly can't rate him highly enough. I'm confident that his excellent performance will translate into equally excellent returns on our investments and I am very much looking forward to that.

   almost 3 months ago
2. Gerry Fuller ★★★★★

   Following my retirement many years ago as an Independent Finacial Adviser I not only became a client of Crocus Wealth but also passed my own clients to them. I was very concerned at the time about who would service them both professionally and with integrity. The feedback that I received has always been positive. My own experience confirms that I made an excellent choice. The advice that I receive has always been helpful and individual to my own circumstances that have changed over the years.

   almost 4 months ago
3. Nigel Paul Paterson ★★★★★

   My wife and I have entrusted our investments with Crocus Wealth (and its earlier incarnation), for many years. Their highly trained consultants have successfully guided us through the financial maze, investing our savings with considerable skill. The ongoing result being two, personalised portfolios that continue to grow. Crocus Wealth have recently introduced a newsletter that provides an overview of financial trends. The annual face to face meeting with B. demonstrates a high level of customer care. We would have no hesitation in recommending Crocus Wealth to family and friends.

   almost 4 months ago

1. Rachel Warren Chadd ★★★★★

   Gareth Heath at Crocus Wealth has looked after my investments for 13 years, and I have greatly appreciated his wise advice, which was especially important after my husband died. Then and at other times, he travelled some distance to visit me and discuss matters face to face. Whenever I've had queries, he has answered them promptly, and my assets have steadily increased in value in line with my expectations. I have complete trust in his decisions and, based on my experience, can thoroughly recommend Crocus Wealth.

   almost 4 months ago
2. Tina Spooner ★★★★★

   I can’t recommend Crocus Wealth Management enough. Particularly Gareth Heath who provides us with excellent professional and timely service. My recommendation comes particularly for those who are new to wealth management. Crocus Wealth run a tight operation and Gareth is always checking in to see if we have understood everything and is always happy to answer any follow-up question we may have; no matter how much it needs clarifying! We get regular updates and annual briefings to ensure that everything we need is taken care of and to keep us notified of any changes should there be any. Thank you Gareth and the team for all your help over the years!

   almost 4 months ago
3. Catherine T ★★★★★

   Gareth is excellent, I've known him professionally for over 10 years and he has always dealt with my finances for me. Professional, knowledgeable and always first class service.

   almost 4 years ago

FAQs