Crofton Financial Planning Ltd

Financial Advisers (Independent) in Sidcup

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Roxby House
20-22 Station Road
Sidcup
Kent
DA15 7EJ

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About

Welcome

We are an independent financial adviser firm with experience in advising clients dating back
to 1992. We offer a broad range of services and advice on mortgages, pensions, protection, savings and investments to clients throughout the UK, but primarily in London and the south-east.

About Us

We are committed to providing a professional, personal service to all our clients and to form lasting relationships with them. Every client is different and we therefore ensure that our recommendations to you are tailored to your individual requirements and needs, to
minimise your financial concerns and maximise your security.

Our charges can be met in a number of different ways, depending on the nature of the advice we give. If it relates to pure protection, we can be paid by fee, commission paid by the
product provider (if, as result of the advice we give, you buy a financial product), or a combination of both fee and commission.

Services

For mortgage advice we can be paid by commission from the lender, or we can charge a fee of typically 0.5% of the loan amount.

For all other types of business we will agree a fee with you which may be paid either directly
by you or, where we arrange an investment product for you, from the funds invested in that product.

Our initial meeting is always free of charge, and during that meeting we will agree with you how you would prefer to pay us. We will always tell you in writing about any commission we earn. We are happy to arrange to meet you at our offices, your home or your place of work, whichever is most convenient to you.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Trading Since

1991

Find Us

DA15 7EJ

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Products and Services

mortgage

The largest financial commitment decision most people make is their mortgage and it is therefore vital that you are able to choose which mortgage is right for you.

protection

So what are we trying to protect ourselves against? Most of us will already have some form of insurance, possibly of their car or their home, but protection here means covering the “what ifs" in life.

pension

It is no secret that the country's finances are in a dreadful state and that this will continue for years to come

At retirement

If you are planning to retire in the next few years you are no doubt thinking about how to take an income from the pension fund you have built up.

savings and investments.

It is important to distinguish between savings and investments. Savings are money which is put to one side, often on a regular basis, for short-term purposes,

We offer these services

  • Wheelchair access
  • special offers
  • website
  • Customer Service / Helpline

We offer these payment methods

  • Cheque
  • Bank Transfer

Opening hours

Monday to Thursday: 9am - 6pm

Friday: 9am - 5pm

Saturday to Sunday: Closed

Key Services

At Retirement Advice, drawdown advice, financial advice, financial planning, investment advice, life insurance, mortgage broker, pension, protection, savings


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