Croker's Financial Planning

Independent Financial Adviser in Matlock, Derbyshire

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

Contact details

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Phone

01629 734 511

 

Office Address  

Holbrook House (Old Post Office)
Dale Road north,
Darley Dale,
Matlock,
Derbyshire,

DE4 2FT

List of Services

Investments

  • Investment Advice
  • Capital Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • Junior ISAs
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts

Pensions

  • Pension Advice
  • Annuities
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Occupational Pension
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Key Person
  • Pension and Capital
  • Share Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

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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We provide Financial Advice in...

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

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