Homecroft Wealth

Homecroft Wealth is a financial advisory firm that provides services such as retirement planning, investment management, and mortgage advice. They focus on ethical and socially responsible investing and offer financial solutions to their clients.
  • Savings & Investments
  • Mortgages & Protection
  • Inheritance Tax Planning
  • Retirement and Pension Planning
  • Ethical & Socially Responsible Investing

Size
Small
Phone
N/A
Email
N/A
Locations
58 Station Rd W, RH8 9EU
03332405678
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Available on
Competitors
Beaufort Financial
Beaufort Financial is a nationwide partnership of Independent Financial Advisers (IFAs) offering sophisticated and transparent financial advice to private companies and individual clients.
Company Details
Homecroft Wealth is operated by Homecroft Financial Management Limited and is a Active company incorporated on 13 May 1997 with the registered office located in Oxted, Surrey. Homecroft Financial Management Limited was registered 28 years ago.

Status
Active
Size
Micro
Directors
3
Age
28 years old
Employees
9
Turnover
Unreported
Total Assets
£582.32K
Cash in Bank
£133.21K
Total Liabilities
-£330.04K

Director • Financial Consultant • British • Lives in UK • Born in Feb 1957
Director • PSC • Financial Advisor • British • Lives in England • Born in Jan 1977
Director • Independent Financial Adviser • Lives in England • Born in Mar 1948
Teams
All
7
Finance
5
Management
4
Operations Manager • Joined Jun 2017
Wealth Manager • Joined Aug 2019
Managing Director • Joined Jan 2008
Private Client Administrator • Joined Apr 2017
Private Client Administrator • Joined Mar 2023
Financial Planner • Joined Sep 2018
Paraplanner • Joined Aug 2020
Wealth Manager • Joined Aug 2019
Private Client Administrator • Joined Apr 2017
Private Client Administrator • Joined Mar 2023
Financial Planner • Joined Sep 2018
Paraplanner • Joined Aug 2020
Operations Manager • Joined Jun 2017
Managing Director • Joined Jan 2008
Financial Planner • Joined Sep 2018
Paraplanner • Joined Aug 2020