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Financial Planning

Guiding you through life's financial journey to help you achieve what is most important to you and your family. Focused on delivering financial peace of mind and future proofing lives.

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Tailored Financial Advice

Starting from your current financial situation we work with you to develop a LifeLongTM financial strategy that delivers all of the long-term goals and aspirations that you have identified as important for you and your family.

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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.

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What do you need?

We provide a wide range of services whether you are looking to build or preserve your wealth. Typically, clients first come to us wanting help in one, or more, of these key areas:

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

Latest financial news

Your financial news updates

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Interest Rates Double Since March 2020

No, the headline is not wrong...
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Prepare for the New Tax Year 2021/22

Taking some time to start planning for 2021/22 now can be worthwhile. 
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UK Dividends: A Bad 2020, but a Better 2021?

New data show how far UK dividends fell last year, but projections for 2021 suggest the declines are nearly over. 
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