Investing in your future, so that you can enjoy your money, your way...


We are an independent financial advisers firm, which means that we offer a wide range of products and services from the whole of the market.
We work on behalf of our clients, so are not restricted to one provider or a limited panel of providers and we can therefore give you impartial
advice on a wide range of financial services to help you to plan your financial future.

We listen to your needs and offer clear, jargon-free advice on the most appropriate financial products to suit your circumstances.  You would probably
like to know who you are dealing with before committing yourself to any expense, so we offer an initial meeting free of charge. Please take the time to read those
sections of our website which interest you.  We would be delighted to hear your comments on the site and we look forward to being of service to you very soon.


If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure which is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’).  Please see the following link for further details:

Let us take the worry out of: Mortages, Protection, Pensions, Retirement, Savings, Investments, Equity Release


Explore the services that Crofton Financial Planning have to offer...


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