Independent Financial advisers

Working with you…

Choosing the right financial adviser is a big step, and is an important one to get right.

Before you make any decisions, we will sit down with you in order to discuss your current financial position, your long-term financial goals and most importantly to establish exactly what you require from a financial planner.

Using this information a Homecroft Wealth financial planner will create a LifeLong™ financial plan designed specifically for you.

Your LifeLong™ plan forms the basis for your future financial strategy so it is important that you understand exactly what is involved.

Once you have discussed it with your financial planner, and you are happy to proceed, your LifeLong™ plan will be implemented and a timetable of regular review meetings agreed.

LifeLong™ review meetings are a chance for you to tell us about changes in your personal circumstances, or anything else that might affect your investment strategy and financial plan.

They are also an opportunity for your financial planner to update you on changes in financial legalisation, and suggest any amendments or changes to your LifeLong™ plan that we think advisable.

If you would like to find out more, or you would like to arrange a no cost, no-commitment meeting with one of our financial planners, contact us.

You’ll find us reassuringly friendly, and refreshingly straightforward to talk to.


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