Homecroft Wealth Logo Chartered Financial Planners

No flannel, just straightforward financial advice


About Us

Based in Surrey, Homecroft Wealth has been providing financial advice on all aspects of individual and corporate financial planning for more than 35 years.

Refreshingly straightforward and approachable, we have an established and enviable reputation that is reflected in the longstanding loyalty of our clients.

Working to the highest ethical standards, our established team of professional advisers provides jargon-free advice and strategic planning, personally relevant to each and every client.

Download our Client Agreement and Charges here.

Our Approach

View Our Approach >

Meet the team…

Meet the team >

Our Customers' Praise

View Testimonials >

Contact Us

If you believe we can help you with your finances please contact us:

Sign up to our newsletter

Ensure you have the latest financial news developments and trends as well as our informed forecasts

We have placed cookies on your computer to help make this website better. For more information please click here

By continuing to use this site or closing this panel, we'll assume you're OK to continue. You can view our full privacy policy here