Homecroft Financial Management Limited

Reference number: 146719

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When homecroftwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01883 338467 is
  • Who else gives the postcode RH8 9EU
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Homecroft Wealth Trading name
  • Homecroft Cavendish Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (10 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
03370019
Company status
Active
Company type
Private limited company
Incorporated
13 May 1997 (29 years old)
Registered office
58 Station Road West, Oxted, Surrey, RH8 9EU
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen John Piper Director Feb 1957 31 Mar 2006 5 other companies
Michael Patrick Kennedy Director Jan 1977 17 Aug 2010 None

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
5
still active
5

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 11 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 November 2025Small company accountsNot audited

Net assets

£241k

−4.4% from £252k

Cash at bank

£172k

+29% from £133k

Employees (average)

9

Same as 9

Owed within a year

£322k

+5.4% from £305k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 03370019. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Homecroft Financial Management’s history from the FCA register and Companies House, newest first.

Key events (7) All events (31)

2016

6 July 2016

  • Michael Patrick Kennedy became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

31 March 2006

  • Board replaced: both directors left and 2 new directors took over

Companies House

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

23 November 2001

  • Regulated by the Personal Investment Authority from this date

FCA register

1997

13 May 1997

  • Incorporated at Companies House

Companies House

In the full report: all 31 events

  • All 31 events in its history (7 shown here)
  • Every director appointment and resignation: 16
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Firms like Homecroft Financial Management

Other firms of the same type (financial adviser), nearest first.

In Oxted

Links Wealth Management LimitedOxtedAppointed representativeMatthew MeredithOxtedAppointed representativeThe Lockyer Partnership LimitedOxtedAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Homecroft Financial Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 31 events in its history

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Frequently asked questions about this firm

Is Homecroft Financial Management Limited FCA authorised?
Yes, Homecroft Financial Management Limited (FRN 146719) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Homecroft Financial Management’s phone number and website?
The FCA register lists the phone number 01883 338467 and the website homecroftwealth.co.uk for Homecroft Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Homecroft Financial Management a scam or clone?
Homecroft Financial Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Homecroft Financial Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Homecroft Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Homecroft Financial Management?
Companies House lists one person with significant control of Homecroft Financial Management: Mr Michael Patrick Kennedy (25–50% of shares).
Who runs Homecroft Financial Management?
Companies House lists 2 directors of Homecroft Financial Management: Stephen John Piper and Michael Patrick Kennedy.
How long has Homecroft Financial Management been in business?
The company was formed on 13 May 1997, and has held its current FCA authorisation since December 2001.
What do Homecroft Financial Management’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £241k (−4.4% from £252k) and cash at bank of £172k (+29% from £133k).
Does Homecroft Financial Management use any other names?
It trades as Homecroft Wealth. It has previously used the name Homecroft Cavendish.

Sources and links

The full report on Homecroft Financial Management Limited

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