01237 423363 | advice@croftifa.com

Welcome to Croft & Co IFA

We offer a comprehensive financial planning service for all your investment and protection needs:

  • Investments/Regular Savings
    Are you making the best use of any spare capital or surplus income?
  • Pension Planning
    When do you want to retire and how much income will you need?
  • Life Assurance
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection
    Would you require a regular income or a cash sum if you suffered a serious illness or disability?
  • Mortgages
    Do you want to reduce your current mortgage outlay or are you moving home?

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms.

Your home may be repossessed if you do not keep up repayments on your mortgage
A fee of £100 payable by you at the outset and £100 when you apply for a mortgage. For example if you take out a loan of £100,000 you will pay £100 at outset plus £100 on application = £200. We will also be paid commission from the lender/company which provides your mortgage.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage
Monitor your investments on the Transact platform.
Monitor your investments on the Fidelity Funds Network platform.

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