Crawford Wealth Management Ltd
Donna Crawford
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is recommended to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
About
I have devoted over 20 years of my working career to helping others make the most of their wealth, protect their families and reach their financial goals. Working for some of the most recognised High Street Banks. I have trained with some of the best Finance teams in the industry and gained numerous qualifications to provide expert, quality advice.
I understand the need to provide the best possible advice and service especially in an ever changing world. To enable me to continue to doing this for my clients I have established Crawford Wealth Management Ltd and I am based in the Bury/Bolton area. The advice that I give is based on values of the utmost professionalism, excellent service and most importantly integrity.
My main focus is on developing lifelong relationships with my clients which is built on mutual trust, helping them secure a strong financial future for themselves and their loved ones. I appreciate that all my clients are unique, with their own individual financial goals, which is why I will tailor the services and recommendations specifically to you.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
News & Insights
Visit Insights to read articles and news to help you make informed decisions about your wealth
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 23/01/2024
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.
