Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Humberstones Financial Services (IFA)

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Humberstones Financial Services (IFA)

Overview:

Humberstones Financial Services (IFA) is a firm of financial advisers based in Derbyshire, UK. Its principal, Kevin Croker, has been involved in giving financial advice since 1984 and has been an Independent Financial Adviser since 2000. His wife Chris is actively involved in the business acting as the firm's administrator.

Whilst Kevin has advanced qualifications and offers specialist expertise in the areas of personal investment, retirement options and Inheritance Tax mitigation he is also authorised to give advice on a broad range of other financial matters such as pension planning, life cover, income protection and business protection.

Kevin Croker, Principal Humberstones Financial Services

Humberstones Financial Services likes to believe that it offers a friendly, approachable and professional service. He has been a member of the UK Social Investment Forum for a number of years. UKSIF is a body working with the government, charities and other large organisations and its aim is the promotion of ethical investment in all of its guises.

Humberstones Financial Services provide's advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.

Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.

The FSA do not regulate all forms of Inheritance Tax Planning

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.