Crawford Consulting

Welcome to the website of Crawford Consulting. Established in 2004, we are independent financial advisers who assist our clients in meeting their financial aspirations.

To achieve this, we have an experienced team with a wide understanding of the financial world whose aim is to develop a close working relationship with each of our clients. Our philosophy encompasses fairness and transparency so our clients have confidence in the advice they receive.

Experience tells us that clients have many requirements when they seek financial advice. They want the advice to be truly independent and based on their best interests. In addition, they want to feel valued, secure and informed so that they can concentrate on other aspects of their lives.

These vital ingredients will form the basis of our working partnership with you and we will commit our experienced, professional team to developing this relationship to help you achieve your financial objectives.

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Key Areas of Advice
Wealth Protection
Retirement Planning
Bereavement
Inheritance
 
Investment Management
Business Planning
Career Change
Financial Protection
 
Tax Planning
Trust Planning
Retirement
Sale of Business

Wealth Protection
Constructing a strategy to keep as much as possible of your hard-earned wealth within your family by reducing the amount of tax you pay.

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Retirement Planning
Constructing a coherent plan both before and as you approach retirement to make sure that your finances are in good shape to allow you to live the sort of retirement you would want.

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Bereavement
Developing a financial plan to assist individuals and families faced with imminent or unexpected bereavement, so that they can at least feel financially secure at this traumatic time.

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Inheritance
Developing strategies for the efficient use of funds to meet your current financial requirements and to minimise potential future tax liabilities wherever we can.

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Investment Management
Co-ordinating the various components within your investment portfolio to take account of your tolerance for risk to offer you peace of mind.

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Business Planning
Practical solutions to a wide range of issues commonly faced by business clients, such as the loss of key people and tax effective employee benefit packages.

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Career Change
Assisting with the financial consequences associated with redundancy or early retirement.

Financial Protection
Providing tailored and affordable solutions to meet your potential liabilities, both in terms of income loss or debt repayment, in the event of death or ill-health.

Tax Planning
Working with your other professional advisers, either established or introduced, to minimise your exposure to taxation.

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Trust Planning
Working with Trustees to develop a financial plan that meets the needs of all parties.

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Retirement
Reviewing both your pensions and investments to provide the best options for achieving your required income and financial security in retirement.

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Sale of Business
Working with your other professional advisers to take advantage of tax reliefs that may be available and the effective management and planning associated with the assets realised.