Independent Financial advisers

Chartered Status

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to Homecroft Wealth, one of Surrey’s leading providers of independent financial advice.

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

Homecroft Wealth provide independent advice on all aspects of financial planning, financial protection and mortgages. Michael Kennedy, Director, says that securing Chartered Financial Planners status is a landmark for the company: “We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.”

To date, fewer than 400 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.

For further information, contact Michael Kennedy : 0333 240 5678


Sign up to our newsletter