Croft & Company Independent Financial Advisers

Independent Financial Adviser  Clarence Court, Bideford, Devon, EX39 4AE
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FCA authorised
Last authorised 1st March 2021
WORKING WITH YOU FOR A BRIGHTER FUTURE
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MISS Suzanne Fish
IFA
MR Neville Scott Johns
Financial Adviser
Stephanie Amber Croft
Principal
About us

Croft & Company are a team of highly experienced Independent Financial Advisers. Our mission is to offer professional, unbiased advice that will give you the potential to build a brighter, more secure future for you and your family.

As Independent Financial Advisers we offer advice from the whole market place, together with a range of payment options.

Why not meet us for an initial consultation? We'll discuss your goals and aspirations. There's no obligation and no cost for an initial meeting, after which you will leave feeling clearer and more confident about the options that are available to you.

Our services

At Croft & Co we guide clients on their financial journey through the various stages of their life. We do this by getting to know what they want out of life and what the financial requirements might be to acheive these goals. Such goals are rarely acheived by accident, more usually by design. We create a plan for their journey that tries to anticipate and cater for key events along the way. We keep working with them to review and refine their plan ensuring it remains relevant as circumstances change. We never forget that every individual client and business is unique.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Clarence Court, 14 Barnstaple Street, Bideford, Devon, EX39 4AE

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