Homecroft Wealth

Independent Financial Adviser Homecroft House, 58 Station Road West, Oxted, Surrey, RH8 9EU
Response rating
7.0/10
FCA verified
15th July 2019
Homecroft Wealth are a Chartered Financial Planning firm who provide bespoke independent advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Michael Kennedy
Director
adviser-person
Stephen Piper
Director
adviser-person
Robert Newark
Director
adviser-person
John Godding
Director
Accreditations
Chartered Financial Planner
adviser-person
James Wall
Where to find us

Homecroft House, 58 Station Road West, Oxted, Surrey, RH8 9EU

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Homecroft Wealth and LifeLong™ are trademarks of Homecroft Finacial Management

Homecroft Wealth is the trading name of Homecroft Financial Management Ltd which is authorised and regulated by the Financial Conduct Authority. Homecroft Financial Management Limited is registered in England No. 3370019. Registered office is 58 Station Road West, Oxted, Surrey, RH8 9EU

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