Homecroft Wealth
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.
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
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.
-
Face to face
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.