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Keeping your financial wellbeing
at the heart of our approach

At Crane Williams, we believe in keeping your financial wellbeing at the heart of our approach. Whether you're looking to buy your first house, saving for a wedding or planning for your retirement, we will listen to what you are trying to achieve and advise you on the best way to reach your goals.

With a flexible, friendly, fuss-free approach and a dedication to building lasting relationships with our clients, we are the independent financial adviser you can depend on for life.

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Understand

In our initial face-to-face meeting, we will lead a discussion with you to understand what you are trying to achieve. We will talk about the future and the position you would like to be in, whether that is regarding your pension, investments or estate. We will suggest approaches to making the most of your money, some of which you may not have thought of, and explain all the ways we can help.

Plan

The next step is for our qualified team of financial planners to collate all the information we have discussed. They will take into consideration your financial background, your goals and factors such as your ethical stance on investing and your attitude to risk to come up with an individual solution that makes the most of your money.

Advise

We will advise you in detail on the best products and services to grow your money. We will be your trusted adviser, building a close relationship with you so you know your financial planning is in safe hands. We will stay in frequent touch with you, always available to answer your questions and concerns, and annually review your account, ensuring you stay on track to achieve your goals.

In order for us to help develop a financial plan, you need clarity over your goals, your objectives, your motivations.

A name to trust

Crane Williams offers independent financial advice that makes the most of your money. 

Crane Williams was founded by Thomas Crane in 2015 with a desire to help people no longer worry about their finances. With a Diploma in Financial Advice and CeMAP from the London Institute of Banking and Finance among other qualifications, Thomas has a strong background in financial services. 

As an independent financial adviser, Crane Williams offers whole of market advice. Whether you are a business owner wanting a pension to reflect a lifetime of hard work or a new family looking for financial security, we will help you set targets to achieve your goals.

News

The latest news in finance, property, tax and more.

Passing Assets Efficiently to the Next Generation

The coronavirus (COVID-19) pandemic has lead many people to reflect on their own mortality. No one wants to think about their hard-earned wealth going to waste after they die. Sorting out your finances early will help the people left behind when you die.

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Six Principles of Investing

Whatever stage of life you’ve reached and whatever plans you may have for the future, you want your
money to earn the best return possible without taking undue risk. That’s why it’s important to invest in a
way that’s right for you and that will meet your goals.

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Creating a Roadmap for Future Financial Success

Putting in place a comprehensive financial plan and keeping it updated will be amongst the most important decisions you ever make. It should include details about your cash flow, savings, debt, investments, insurance and any other elements of your financial life and wellbeing.

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