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Established in 2019, Cruze Financial Solutions will help you to plan your financial future. 

We offer financial planning sessions and can help in all aspects of financial aspects including mortgages, pensions, investments, savings, equity release and insurance.

We know you need reassurance when dealing with your financial affairs. 

We are members of - 

  1. The Society of Will Writers and we adhere to their industry gold standard of code of practise

  2. The National Association of Commercial Finance Brokers which is an independent trade body for Commercial brokers - The NACFB comprises over 2,000 commercial finance brokers covering the whole of the UK. They’re required to have Full or Limited Consumer Credit Permission, Professional Indemnity Insurance, a Data Protection Licence, and a strong track record with nationally recognised lenders.

  3. Member of the Equity Release Council -  they are the industry body for the UK equity release sector; representing the providers, qualified financial advisers, solicitors, intermediaries. They say ‘When considering an equity release plan we recommend customers talk to a specialist member of the Equity Release Council. All of our members have agreed to abide by the Council rules and have signed up to the Statement of Principles.

  4. 'Vouched for'  top rated adviser 3 years in a row and published in the times based on client reviews

Sarah Drakard is a fully qualified IFA

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