Let us take the worry out of your financial future!
At Crofton Financial Planning, we are committed to providing exceptional, independent financial advice to individuals and families throughout the UK. With over 30 years of experience in the industry, our team of expert financial planners will work closely with you to help you achieve your financial goals and create a secure, prosperous future.
As an independent financial adviser firm, we are not tied to any specific product provider or limited panel of providers. This means we can offer you a wide range of products and services from the whole of the market, giving you complete confidence in the advice we provide.
Our Philosophy
Our philosophy is built on three core principles: professionalism, integrity, and customer-centricity. We believe in providing our clients with a personalized, impartial service that is tailored to their unique needs and circumstances. We take the time to listen to your concerns, understand your financial goals, and provide advice that is transparent, clear, and jargon-free.
Our Services
At Crofton Financial Planning, we offer a comprehensive range of financial services designed to guide you through every stage of your financial journey. Whether you're seeking mortgage advice, protection against life's unexpected events, or retirement planning, we're here to help.
Mortgages
We understand that choosing the right mortgage is a significant decision, which is why we offer a wealth of experience and expertise in this area. From fixed-rate mortgages to variable-rate deals, we'll work with you to find the perfect mortgage solution for your needs and budget.
Protection
Life is full of unknowns, which is why it's essential to have a protection strategy in place. We offer expert advice on life insurance, critical illness cover, income protection, and more, to ensure you and your loved ones are protected in the event of unexpected circumstances.
Pensions
Retirement planning is a crucial aspect of your financial journey, and we're here to help you every step of the way. From pension planning to retirement savings, we'll work with you to create a personalized plan that meets your goals and aspirations.
Savings and Investments
Growing your wealth through savings and investments requires careful planning and expert guidance. Our experienced financial planners will work with you to identify the right investment strategies for your needs, whether you're seeking capital growth, income generation, or a combination of both.
Equity Release
As we age, our housing wealth can be a significant asset, providing a way to access extra cash in retirement. Our equity release advisors will guide you through the process, ensuring you understand the implications and benefits of releasing equity from your property.
Why Choose Us
At Crofton Financial Planning, we're committed to providing exceptional service, expert advice, and personalized attention to ensure you achieve your financial goals. We're registered with the Financial Conduct Authority (FCA) and are committed to adhering to the highest standards of professionalism and integrity.
