Homecroft Wealth

Independent Financial Adviser  Homecroft House, Surrey, RH8 9EU
Homecroft Wealth are a Chartered Financial Planning firm who provide bespoke independent advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Stockbroking services
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
Michael Kennedy
Managing Director

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

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Stephen Piper
CEO
John Godding
Director
Simon Mercer
Consultant
John Millard
Consultant
Kerrie Kerrie Webb
Operations Manager
About us

Based in Oxted in Surrey, Homecroft Wealth has been offering its clients independent financial advice on all aspects of individual and corporate financial planning for over 30 years.

Working to the highest ethical standards, our established team of professional advisors provides bespoke jargon-free advice and strategic planning.

By seamlessly combining the latest technologies with a refreshingly straightforward, friendly approach to our clients, we have established an enviable reputation that is reflected in their longstanding loyalty

Our services

Whether you are just setting out, established in a career, thinking about retirement or simply want to plan for a secure financial future, we can help.

We put the security of your financial future at the heart of what we do, taking time to understand your current financial situation and your longer-term aspirations for you.

Once we have a clear picture of what you want to achieve and any concerns you might have about your financial situation now or in the future, we will create a LifeLong™ financial plan that forms the basis of our partnership.

Where to find us
Head office address: Homecroft House, 58 Station Road West, Oxted, Surrey, RH8 9EU
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 2 mi
We are a proactive Professional Services firm of IFAs and Chartered Accountants, accredited with the prestigious Chartered Financial Planners status.
 
Independent Financial Adviser 2.91 mi
Helping you to achieve your financial objectives
 
Independent Financial Adviser 3.61 mi
We specialise in helping individuals and families with their retirement plans. We have been in Caterham since 2002, and, due to Coronavirus, can offer meetings in our newly-refurbished offices, online or telephone to suit.
 
Independent Financial Adviser 4.03 mi
We are a Wealth Management and Financial Planning company based in Surrey who are passionate about helping clients find out what is needed to achieve their future lifestyle goals and helping them to do this