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Welcome....

Proud of our Independence, we offer an unbiased, friendly & professional approach to the financial planning needs of our clients.


To help us understand our clients needs, we offer a FREE Initial Consultation, No catches, No hidden surpises. WHATEVER YOUR FINANCIAL NEEDS... FEEL FREE TO CONTACT US

We offer Holistic Financial planning to our clients and because we are NOT tied or linked to any one Bank, Building Society, Mortgage Lender, Life or Pension Company, we can select from the whole ‘market place’ offering a completely unbiased approach in providing financial solutions.


* Investment Planning

* Tax Planning

* Retirement Planning

* Life Insurance

* Health Insurance

* Residential & Commercial Mortgages

* Lifetime Mortgages (Equity Release & Reversionary Schemes)

* Inheritance Tax Planning

* Debt Counselling

* Will Writing

* Buildings & Contents Insurance, Car Insurance

* Holiday Insurance

* And more…


We realise that some areas of financial planning require a very high level of specialist expertise; as a result, we have formed alliances with such individuals & companies, enabling Crossman Giles to offer our clients an all encompassing financial planning and advice service.


Our aim has always been to provide a high standard of service & advice to our clients, forging long-term relationships and providing sound advice not just today, but far into the future.
 

Related Documents
 Company Pensions
 About Pensions
 Pensions
 Advanced Pensions & Simplification
 Personal Pensions
 Advanced Pensions & Simplification
 Stakeholder
 Pensions Simplification
 Investment options 1
 Investment Assets
 Investment options 2
 Investing and risk
 Savings & Investments
 Hot Topic - Property
 Mortgage Deals
 Mortgages
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 Income Protection Options
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 Protection
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 Independent Advice

 
Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales No. 5452977. Registered Office: B19 Whitecross Business Centre, Whitecross Lane, Shanklin, Isle of Wight,

FSA Firm Number: 451440
 

 

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - Money Made Clear - please click here
To verify our status with the FSA, click here and key in our FSA number: 451440

B19 Whitecross Business Centre, Whitecross Lane, Shanklin, Isle of Wight,