Crokers Financial Planning 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 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.
Crokers Financial Planning likes to believe that it offers a friendly, approachable and professional service. It has been a member of the UK Sustainable Investment and Finance Association 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.
Crokers Financial Planning provides advice and help following a personal / business financial review which can take place at a convenient time. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving to a thorough financial review. 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 achieving your objectives. We are able to offer an initial free financial planning consultation to help with mapping your way through the financial maze.
Our charges are structured in several ways. Some of our clients are charged a one off fee, whilst others are charged throughout their financial planning relationship with us. All these details are explained at the beginning of our meeting
01629 734 511
Holbrook House (Old Post Office)
Dale Road north,
Crokers Financial Planning is an appointed representative of Cheetham Jackson Ltd. Cheetham Jackson Ltd is entered onto the Financial Services Register (www.fca.org.uk/register) under reference 514951. Principal: Kevin Croker
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Financial Adviser (IFA) in Derbyshire; Alfreton, Ashbourne, Buxton, Chesterfield, Derby, Glossop, Hathersage, Heanor, Ilkeston, Matlock, New Mills, Ripley
Financial Adviser (IFA) in Nottinghamshire; Mansfield, Newark, Nottingham, Nottinghamshire, Southwell, Sutton-in-Ashfield, Whatton, Worksop, Retford
Financial Adviser (IFA) in Staffordshire; Burton-on-Trent, Cannock, Ipstones, Lichfield, Newcastle, Rugeley, Stafford, Stoke-on-Trent, Stone, Tamworth, Uttoxeter
Financial Adviser (IFA) in South Yorkshire; Barnsley, Doncaster, Mexborough, Rotherham, Sheffield
Financial Adviser (IFA) in Greater Manchester include; Ashton-under-Lyne, Manchester
Financial Adviser (IFA) in Leicestershire; Coalville, Hinckley, Leicester, Loughborough, Lutterworth, Market Harborough, Melton Mowbray, Oakham