Crofton Financial Planning Ltd

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

First meeting at adviser's own cost

Response rating

7.0 /10

21st October 2019

We offer a free no obligation initial meeting at our offices, your home or other venue of your choosing.

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection

Make an enquiry Request a call back 02080 335256 Recommend to a friend

Meet our advisers

Richard Davidson DipPFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

R02 - Investment Principles (CII)

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

R05 - Financial Protection (CII)

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

MAQ - Mortgage Advice Qualification (CII)

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.

R01 - Financial Services, Regulation and Ethics (CII)

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

Dip PFS - Personal Finance Society Diploma (PFS)

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

J05 - Pension Income Options (CII)

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.

Where to find us

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

Make an enquiry

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.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back 02080 335256 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Website

Make an enquiry Request a call back 02080 335256 Recommend to a friend

Contact options

Make an enquiry Request
a call back 02080 335256 Recommend to a friend

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