Crocker & Partners has built a strong reputation in the Bath and Bristol area for providing expert advice to professional individuals on their personal tax, pension, investment and protection needs.
Its Director, James Crocker, is empathetic to the career and time pressures that professional people are under; in forming Crocker & Partners, James set out with the aim of providing a bespoke service that is alive to the complex professional and financial environments in which his clients operate.
His expertise has been built up against the backdrop of broader considerations within the medical world, and he always seeks to gain a firm understanding of his clients’ wider considerations to create a bespoke financial plan that adds value in the short, medium and longer term.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Crocker and Partners is a trading name of Bath Wealth Management Ltd. Bath Wealth Management Ltd is registered in England and Wales, Number 10084999. Registered Office: Sunningend Business Centre Maxet House, 22 Lansdown Industrial Estate, Cheltenham, Gloucestershire, GL51 8PL
Company Details
- Founded
- -
- Address
- Cheltenham, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Medical Professionals, Tax Planning, Investment Planning, Retirement Planning, Protection Planning, Corporate Services, IHT Planning.
- HQ
- Cheltenham
Crocker & Partners Questions
Crocker & Partners's website is https://www.crockerandpartners.co.uk/
Crocker & Partners's LinkedIn profile is https://uk.linkedin.com/company/crockerpartners
Crocker & Partners's industry is
Financial Services
Crocker & Partners's top competitors are
Maniyar Capital,
Opengamma,
Capsule Insurance,
Bath Wealth Management Ltd,
Pearwood Financial Planning,
Nomio.
Crocker & Partners's categories are Financial Services
Crocker & Partners's founding year is 2014
