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?
  • Estate planning focuses on passing on your assets – both during your lifetime and after you die – in line with your wishes and in the most tax-efficient manner.
  • Trusts can be an invaluable financial planning tool, both helping you to mitigate tax and giving you control over how and when your wealth is distributed
  • Equity Release lifetime mortgages are a popular means for homeowners over 55 to unlock some of the value in their homes.

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.


Monitor your investments on the Transact platform.
Monitor your investments on the Cofunds platform.
Monitor your investments on the 7IM platform.
Monitor your investments on the Scottish Widows platform.
Monitor your investments on the Quilter platform.
Monitor your investments on the Aegon platform.
Monitor your investments on the Nucleus platform.

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