What We Do - How We Do It & Our Commitment
Welcome to Croudace Financial Services Ltd
We are a Financial Planning firm located in Bath and Bristol but with clients all around the UK.
We manage the investments and finances of individuals and businesses with our primary objective being to maintain and increase our clients’ wealth.
- We always do what we say we are going to do.
- We aim to provide a high standard of service.
- We aim to be helpful in everything we do.
- We will always act with integrity.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Important notice - Global Microsoft outage update
Microsoft have reported that a major global outage has caused problems, or in some cases disabled entire services, including emails.
This is affecting emails across our business, so please be aware that an email sent to us may not reach us as intended.
If your email is urgent, please contact us by telephone.
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SJP Approved 03/09/2026
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.
