Croft and Oakes Chartered Financial Planners Limited

Independent Financial Adviser Suite 4, Business Development Centre, Stafford Park 4, Shropshire, Telford, TF3 3BA
First meeting at adviser's own cost
Response rating
10/10
FCA verified
20th August 2018
Independent Financial Advice provided by a Chartered Financial Planner explained in plain language.
We can advise you on
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Estate planning
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Keith Croft FPFS, Cert CII(MP)
Independent Chartered Financial Planner
Accreditations
Chartered Financial Planner
Marc Derbyshire Dip PFS, CII
Independent Financial Adviser
Christopher Oakes FPFS, Cert CII (MP&ER) CeLTCI,
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us
About us

As Chartered and Independent Financial Advisers, We always strive to provide an honest, professional yet friendly approach to clients when advising on their financial needs with access to the best financial products the market has to offer.

We provide advice across all areas of financial planning including Investments, Pension Planning, Inheritance Tax Planning, Wills/Trusts and Corporate Planning.

All enquiries are welcome, please feel free to contact us.

Our services

Over 60 years of combined experience has taught us that keeping things simple and ensuring that our clients understand their situation is key to great advice. We see our role as being the trusted guide on a complicated journey where the most important detail is "your goal" and to ensure that you achieve your desired result. We will listen to your aspirations and make you aware of the best way to achieve them, whilst also ensuring you know what will stop them from being achieved. For a truly personal review please contact us.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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