Crofton Financial Planning Ltd

Independent Financial Adviser  Roxby House, Sidcup, Greater london, DA15 7EJ
First meeting at adviser's own cost
We offer a free no obligation initial meeting at our offices, your home or other venue of your choosing.
We can advise you on
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Annuity purchase
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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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Pensions transfer
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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 to let
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Buying commercial property
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Buying first home
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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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Buildings and contents
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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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Commercial mortgages
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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
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Richard Davidson DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

About us

We are an independent financial adviser firm with experience in advising clients since 1992. We offer a range of services and advice on annuities, mortgages, pensions, protection, savings and investments to clients throughout the UK, but primarily in London and the south-east.

Our initial meeting is free of charge. During that meeting we will agree how you would prefer to pay us. We are happy to arrange to meet you at our offices, your home or your place of work, whichever is most convenient to you.

For mortgages we can be paid by commission, or a fee of usually £750

Our services

We are committed to providing a professional, personal service to all our clients and to form lasting relationships with them. Every client is different and we therefore ensure that our recommendations to you are tailored to your individual requirements and needs.

Where to find us

Roxby House, 20-22 Station Road, Sidcup, Kent, DA15 7EJ

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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