Daley Croft

Over the past 12 years of being an Appointed Representative with St. James's Place, my business has flourished, thanks to the trust and support of clients. As my business experiences growing demands and requires additional resources to sustain its expansion and uphold my commitment to delivering great service, I'm delighted to let you know about changes I am making to help with that.

After careful consideration, I've teamed up with Capital Planning Partners (CPP), a Senior Partner Practice of St. James's Place. Led by Martyn Pask, who boasts over 30 years of industry experience, the CPP team shares my dedication to upholding the highest ethical standards and providing unparalleled service to clients. I believe you'll benefit greatly from the added support and resources CPP brings, and I'm sure I will be able to show this in the months ahead.

About

I have extensive and valuable experience within the financial services sector. I provide financial advice in Hampshire and surrounding areas to individuals and businesses.

My philosophy focuses upon maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn give both private and business clients financial peace of mind. Their level of satisfaction can be measured by the fact that most new clients are personally recommended by existing clients.

I recognise that each of my clients is unique and therefore I provide a personalised service, tailored to their own financial needs and future aspirations.

Testimonials

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Daley Croft is a very approachable person who is financially knowledgeable, always ready to provide sound advice. He understands our needs and goals and I have confidence he will assist us in meeting those. I do and will continue to recommend Daley to friends and family for financial advice.

A Paton| Project Manager, Clanfield
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Capital Planning Partners is a trading name of Capital Planning Partners (Holdings) Ltd. Capital Planning Partners (Holdings) Ltd is registered in England and Wales, Number 14924173. Registered Office: Winterton House First Floor West, High Street, Westerham, TN16 1AQ.