Crocus Wealth
Crocus Wealth is a Chartered Financial Planning firm that has been providing financial and investment advice since 2001. They offer advice and expertise to both business and private clients, focusing on investment risks and strategies.
- Estate planning
- Investment advice
- Financial planning
- Retirement planning
- Protection products
Locations
Competitors
RL Wealth Management is dedicated to securing your financial future by offering comprehensive support and guidance in various financial matters.
Company Details
Crocus Wealth is operated by Crocus Wealth Limited and is a Active company incorporated on 14 September 1999 with the registered office located in . Crocus Wealth Limited was registered 26 years ago.
Status
Active
Size
Micro
Directors
6
Age
26 years old
Employees
9
Turnover
Unreported
Total Assets
£719.26K
Cash in Bank
£261.4K
Total Liabilities
-£498.02K
Teams
5
3
1
2
Head Of Investments / Chartered Financial Planner • Joined Jan 2024
Administrator • Joined Sep 2021
Independent Financial Advisor • Joined Nov 2020
Chartered Financial Planner • Joined Oct 2023
Junior Sales And Administration Support Clerk • Joined Feb 2024
Head Of Investments / Chartered Financial Planner • Joined Jan 2024
Independent Financial Advisor • Joined Nov 2020
Chartered Financial Planner • Joined Oct 2023
Administrator • Joined Sep 2021
Director / Head Of Investments / Chartered Financial Planner • Joined Mar 2025
Junior Sales And Administration Support Clerk • Joined Feb 2024