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Your team of professional advisors

Working to the highest ethical standards, our established team provides bespoke jargon-free advice and strategic planning.

Meet the Team

The people that work within Homecroft Wealth are integral to the success of the services that we provide. Some members of the team at Homecroft Wealth are:

Michael Kennedy

Managing Director

Having joined the company over a decade ago, Mike has gone on to become the co-owner of the business. Mike has played a pivotal role in developing the strategies required to ensure Homecroft continue to meet the challenges of an ever-changing industry. The business has grown organically over the last ten years and Mike plans to continue this journey.

Stephen Piper

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.

John Godding

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.

James Wall

Wealth Manager

James has worked within the financial industry since 1985 starting in the City from 1985 to 2005 as a stockbroker and derivatives trader, he then worked in discretionary fund management at Investec from 2005 to 2009. James then moved to work as a wealth manager specialising in pensions and investments. James is currently working towards the Chartered Financial Planner Qualification.

Bob Newark

Director

Bob worked in the Financial Service Industry since 1966 and sits on the board of Homecroft. He is a Chartered Insurance Practitioner, a member of the Personal Finance Society, the Society of Mortgage Professionals and the Chartered Insurance Institute.

Simon Mercer

Finance Specialist and Wealth Manager

Simon has been working as a finance specialist for over 20 years. Starting with an administration role for a Surrey based firm of independent financial advisers he soon became the head of the mortgage department. Simon Joined Homecroft Wealth in September 2007 to set up a new 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 has now qualified as a wealth manager and holds a Diploma in Financial planning alongside certificates in mortgage advise and equity release.

Kerrie Webb

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 advisor support role at Savills Private Finance until she came to work at Homecroft Wealth.

Kim Barnes

General Office Manager

Kim’s early working life was spent in publishing, where she carried out many roles over a long and successful career. After leaving to raise a family Kim came to work with Homecroft Wealth in 2006 when the company was purchased.

Georgia McKay

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.

Samantha Betts

Private Client Administrator

Sam started her working career in 1995, as a legal secretary in London. Initially working for a small firm, before joining larger corporate companies to gain further knowledge and experience. Eventually she worked for an equity partner as an assistant in a large Firm in Vine Street, London, gaining over 15 years experience in the role.

Beverly Man

Private Client Administrator

Prior to joining Homecroft, Beverly worked for a pension provider where she administered corporate pension schemes and assisting members with their day-to-day servicing queries.

John Millard

Consultant

Having spent several years in Leisure Management, followed by a 15 year career working for himself, John joined Homecroft Wealth in September 2018.

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

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