Ahead of the celebrations this evening, we wanted to get in early and wish all of our clients and their families, local Oxted neighbours and fellow businesses a very happy New Year! 🎊🍾
Homecroft Wealth Financial Advisers
Financial Services
Oxted, Surrey 87 followers
LifeLong Financial Planning: pensions, savings, investments, tax and retirement planning, life assurance, equity release
About us
Homecroft Wealth is a group of professional financial advisers, but we’re not what you’d expect. We do wear suits (occasionally), but that’s not what we’re about. We take your financial future seriously and work with you at each life stage to plan, maximise and protect your wealth. Our advisers are approachable, straight talkers, here to demystify the world of finance. Need to consolidate your pension pots? Reduce your tax liability? Buy your dream property? Protect your wealth and secure your financial future? Have a handle on your investments? Understand more about retirement planning and equity release? Homecroft independent financial advisers are here to help (without a clipboard and a briefcase).
- Website
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https://www.homecroftwealth.co.uk/
External link for Homecroft Wealth Financial Advisers
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Oxted, Surrey
- Type
- Privately Held
- Specialties
- Pensions, Savings, Investments, Financial planning, retirement planning, equity release, life assurance, inheritance tax planning, mortgages, financial advice, corporate financial planning, tax planning, family protection, probate , divorce financial planning, wealth management, trustee investments, equities, bonds, ISAs, and investment portfolios
Locations
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Primary
Get directions
58 Station Road West
Oxted, Surrey RH8 9EU, GB
Employees at Homecroft Wealth Financial Advisers
Updates
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So for betwixtmas - are you a feet up and relax type of person or do you use the time to get on top of your paperwork?? Perhaps you use the time to get ahead with your financial planning.... We can help with that! Book an appointment to speak with one of our advisers in the New Year! #betwixtmas #financialplanning #personalfinance
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🎄🎅 Merry Christmas from all of us at Homecroft! 🎁✨ It’s been an absolute pleasure working with you this year, and we’re excited for what’s to come in 2025! Instead of sending Christmas cards again this year, we’ve made a donation to the amazing Clockwork charity, working for the mental wellbeing of young people in Oxted and the surrounding area. It’s such a brilliant cause, and we’re proud to support the incredible work they do. ❤️ Here’s to a festive season filled with joy, laughter, and plenty of mince pies! Have a wonderful Christmas and a fantastic New Year! 🥳🎄 #MerryChristmas #ThankYou #ClockworkCharity #SeasonOfGiving
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Why mortgage rates are going up when the Bank of England is cutting rates... Not every interest rate moves in the same direction. Read our latest blog: https://lnkd.in/eUfxaS6U #bankrates #mortgagerates #budget
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Have you seen my pension? The lost £31.1 billion... There are now over three million ‘lost’ pensions worth over £31 billion. We all lose things, be it the proverbial change down the back of the sofa or TV remote. But how do you lose a pension? The answer is very easy as suggested by recent research from the Pensions Policy Institute (PPI). Read our latest blog: https://lnkd.in/eN3c58b7 #lostpensions #hmrc
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Pensions and IHT: beware April 2027 The latest Budget move to count pensions as part of your estate for inheritance tax (IHT) is a major change, with potentially significant consequences. Read our latest blog: https://lnkd.in/eEwfbzJv #pensions #IHT #estateplanning #Budget
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The long freeze on student tuition fees in England has come to an end. If you have children or grandchildren heading to university, then planning for the financial support they will need has never been more important. Read our latest blog for more: https://lnkd.in/e7ewDydq #studentloans #tuitionfees #university #rpix #budget
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The NICs top-up countdown is underway again... A third deadline for topping up State Pension entitlement is now coming into view. Read our latest blog: https://lnkd.in/eaY2rbfn #NICs #pensions
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Retirement saving targets – still too low... The Institute for Fiscal Studies (IFS) has been crunching the numbers on the adequacy of pension contributions. Read our latest blog: https://lnkd.in/enh2UhJY #retirementplanning #personalfinance
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Where are your ISAs? Wondering what to do with your ISA? Find out the questions you need to ask: https://lnkd.in/eSr7dyiJ #ISA #cashinvestments #savings
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