 Humberstones Financial Services (IFA) 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. Humberstones Financial Services likes to believe that it offers a friendly, approachable and professional service. It has been a member of the UK Social Investment Forum 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. Humberstones Financial Services 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. Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner. The FSA do not regulate all forms of Inheritance Tax Planning. |
About Us |
Humberstones Financial Services (IFA) is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Services Authority. TenetConnect Ltd is entered onto the FSA Register (www.fsa.gov.uk/register) under reference 149826. The information contained within this website is subject to the regulatory regime and is therefore primarily targeted at consumers based in the UK.