Independent Financial advisers

About us

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

Who are we?

The people that work within Homecroft Wealth are integral to the success of the services that we provide. Some members of the team at HC are:

Stephen piper

Stephen Piper - Chief Executive Officer

At a time of unprecedented industry and regulatory change, Stephen is harnessing 35 years experience of the sector to build a professional practice that is well equipped to meet the challenges and opportunities that lie ahead. His vision has been to develop a company providing competent independent and objective financial advice for clients which reflects and embraces the new framework coming into effect by the end of 2012.

Stephen began his career with Sun Alliance and London before entering a successful 27 year partnership with Bob Newark at Cavendish Insurance, providing strategic planning advice to private clients. Many of his early clients remain invested through the company today - reflecting his consistent approach to service levels and commitment to communication, together with a determination to keep abreast of legislation, business practices and industry developments.

Steve enjoys spending time with his family and has a keen interest in sport, with a strong interest and knowledge of horse racing.

Michael Kennedy

Michael Kennedy - Director

After three years mainly managing corporate clients for Homecroft Wealth, Mike became a Director of the company in 2010. Working alongside CEO, Stephen Piper, Mike has played a pivotal role in developing the business and preparing it to meet the challenges and requirements of RDR – the biggest regulatory shake-up the industry has faced.

A strong advocate of the company’s distinctive LifeLong™ approach to financial planning, he continues to help develop proactive and progressive strategies to improve the business, as well as managing key clients.

Mike enjoys spending time with his young family and is also a keen sports enthusiast – especially rugby union, where he follows the fortunes of the England team through thick and thin!

Bob Newark

Bob Newark - Director

Has worked in the Financial Service Industry since 1966.

Bob is a Chartered Insurance Practitioner, a member of the Personal Finance Society, the Society of Mortgage Professionals and the Chartered Insurance Institute.

Bob specialises in Pensions and Wealth Management.

John Godding

John Godding - Director

A qualified barrister and chartered insurance practitioner, John started his financial services career in the taxation department of a leading city merchant bank specialising in the taxation of foreign nationals residing in the UK. John has been working with Homecroft Wealth since 2005 in a consultancy capacity. John is a valuable member of the team at Homecroft Wealth and in addition to personal financial planning strategies, specialises in wealth preservation and long term investment strategies whilst making use of efficient tax planning.

Simon Mercer

Simon Mercer - Finance Specialist

Simon has been working as a finance specialist for over 12 years. Starting with an administration role for a Surrey based firm of independent financial advisers he soon became the head of the mortgage department. Simon Joined Homecroft Wealth in September 2007 to set up a new mortgage division, mainly focusing on personal mortgage and commercial finance arrangements. This is now a key part of the overall Homecroft Wealth client proposition. Simon was an avid rugby playing to a high standard however time has caught up with him and now has to be content with watching his passion on the television.

Kerrie Cater
Private Client Manager

Heather Stanley
Private Client support

Kim Barnes
Administration Assistant

Alison Dunn
Administration Assistant

Ray Duke
Training and Competence Consultant

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