Crofton Financial Planning

At Crofton Financial Planning, we pride ourselves on being a truly independent financial advice firm, which means we have the freedom to advise on a wide range of products and services from the whole of the market. Our team of experienced financial planners have been helping clients achieve their financial goals since 1992, and we are committed to providing a personal and professional service to each and every one of our clients.

Our Values

At Crofton Financial Planning, we believe in providing our clients with clear, jargon-free advice that is tailored to their individual needs and circumstances. We are committed to building lasting relationships with our clients, and we strive to provide a service that is both professional and personal.

Our Services

We offer a comprehensive range of financial services, including mortgages, protection, pensions, retirement planning, savings, and investments. Our team of experts will work with you to understand your financial goals and objectives, and provide you with tailored advice and guidance to help you achieve them.

Mortgages

A mortgage is one of the biggest financial commitments most people will make in their lifetime. At Crofton Financial Planning, we can help you navigate the complex world of mortgages and ensure that you choose the right loan for your needs. Whether you're a first-time buyer, a home mover, or looking to remortgage, our team of experts will guide you through the process and help you find the perfect mortgage for you.

Protection

It's never too late to start protecting your family and your future. At Crofton Financial Planning, we offer a range of protection products, including life insurance, critical illness cover, and income protection. Our experts will work with you to understand your needs and provide you with tailored advice and guidance on the right products for you.

Pensions

With the UK's pension crisis high on the news agenda, it's never been more important to plan for your retirement. At Crofton Financial Planning, our team of experts will help you understand your pension options and provide you with tailored advice and guidance on how to make the most of your retirement savings.

Retirement Planning

Retirement planning is more important than ever. At Crofton Financial Planning, our team of experts will help you plan for your retirement and ensure that you have a comfortable and secure financial future.

Savings and Investments

Savings and investments can be a key part of your overall financial plan. At Crofton Financial Planning, our team of experts will help you understand your options and provide you with tailored advice and guidance on the right savings and investment products for you.

Equity Release

At Crofton Financial Planning, we understand that releasing equity from your property can be a key part of your financial plan. Our team of experts will help you understand your options and provide you with tailored advice and guidance on the right equity release products for you.