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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Homecroft Wealth

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Homecroft Wealth

Independent Financial Advisers in Surrey covering Oxted, Westerham, Woldingham, Limpsfield, Warlingh Need to consolidate your pension pots?

Homecroft Wealth is a group of professional financial advisers, but we’re not what you’d expect. We do wear suits (occasionally), but that’s not what we’re about. We take your financial future seriously and work with you at each life stage to plan, maximise and protect your wealth. Our advisers are approachable, straight talkers, here to demystify the world of finance. Reduce your tax liability? B

uy your dream property? Protect your wealth and secure your financial future? Have a handle on your investments? Understand more about retirement planning and equity release? Homecroft independent financial advisers are here to help (without a clipboard and a briefcase).

26/06/2026

The way you can invest in Isas will change next April, and for under-65s that will mean a reduced limit on the amount of money that can be saved tax-free in a cash Isa.

Changes due to take effect next year for stocks and shares Isas have become become clearer, prompting concern

25/06/2026

Our June news has landed - check your inbox or message us to be added.

24/06/2026

Could the State pension be replaced with a more flexible income scheme? A new report thinks it would be possible.

Learn more: https://homecroftwealth.co.uk/news/reinventing-the-state-pension/

23/06/2026

The Office for National Statistics (ONS) has revised life expectancy calculations. How does your pension planning look now?

Read more: https://homecroftwealth.co.uk/news/how-long-am-i-going-to-live/

22/06/2026

Pensions Commission Mk II: a warning on retirement saving...

Those recommendations have since been largely implemented, changing the nature of retirement provision for millions of people.

Read our latest blog to learn more: https://homecroftwealth.co.uk/news/pensions-commission-mk-ii-a-warning-on-retirement-saving/

19/06/2026

One to ponder over the weekend…

Are you close to retirement? How comfortable are you with idea of switching from saving to spending?

Talk to us about your retirement planning.

Shifting your mindset from saving for retirement to actually spending the money you've saved can be a difficult transition.

18/06/2026

This makes for an interesting read…

The likely new UK prime minister has already pledged to keep the triple lock commitment.

17/06/2026

Some positive news - we were expecting inflation to rise to 3% in May, but figures out today showed it remained at 2.8% as the pace of food price rises slowed to a 17-month low.

Higher petrol prices were offset by slower price rises for meat, dairy and vegetables, according to the ONS.

16/06/2026

What goes into the tax cocktail?

New data published by HMRC reveal the government’s reliance on the big four taxes: income tax, NI, VAT and corporation tax.

Read more here: https://homecroftwealth.co.uk/news/what-goes-into-the-tax-cocktail/

Address

58 Station Road West
Oxted
RH89EU

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+443332405678

Website

http://www.homecroftwealth.co.uk/

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