Meet the Team
“Pleasure in the job puts perfection in the work.” Aristotle
Professional Approachable
“Pleasure in the job puts perfection in the work.” Aristotle
Managing Director
Mike is a Chartered Associate of the LIBF and co-owner of the business. He plays a pivotal role in ensuring Homecroft continues to meet the challenges of an ever-changing industry for the benefit of all its clients. The practice has grown organically over the last ten years and Mike plans to continue this journey.
Chief Executive Officer
Steve began working in financial services in the 1970’s, becoming the youngest top producer for Sun Alliance. He then began working as a financial adviser for Palmer Banks associate before starting his own financial advisers, Cavendish Insurance Consultants. In 2006 Cavendish was merged with Homecroft Financial Management and rebranded to Homecroft Wealth in 2012.
Chartered Financial Planner
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.
Finance Specialist and Wealth Manager
Simon has been working as a finance specialist for over 20 years. He joined Homecroft Wealth in September 2007 to establish a 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 is a qualified wealth manager and holds a Diploma in Financial Planning alongside professional qualifications in mortgage advice and equity release.
Operations Manager
Kerrie started her career in financial services, working for a number of mainstream companies such as Royal London and NAAFI, this was followed by an adviser support role at Savills Private Finance until she came to work at Homecroft Wealth.
General Office Manager
Kim’s early working life was spent in publishing, where she carried out many roles over a long and successful career, before taking a break from work to raise her family. Her return to the workplace saw Kim join the Homecroft team in 2006.
Private Client Administrator
Before joining the Homecroft Wealth Admin Team in 2017, Georgia worked as a Pension Analyst and Administrator for a Pension Transfer and Report Writing Service used by IFA’s.
Consultant
Having spent several years in leisure management, followed by a 15-year career working for himself, John joined Homecroft Wealth in 2018 and has completed his Diploma in Financial Advice.
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